Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3
We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest
2 months ago
in IRIS Financials
1
Planned for a future major release
URL that always points to latest live version of document
It would be incredibly useful to be able to generate such a URL so I can direct a button on our website to a particular policy, and know that it would automatically update when a new live of the policy is uploaded to Every. I can see there is a wa...
We're in the middle of our main summer reporting cycle and form tutors are currently checking and amending reports. One form tutor came to me today because a report they'd generated only ten minutes earlier didn't match the system as someone had m...
I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.
Would it be possible to be able to edit the DD list of Documents required. For example would like to add Hot Works Permit (as a required document from suppliers) and remove COVID 19 Risk.
Within Reports Manager there is a useful feature that allows you to soft delete reports. In order to remove the reports, you need to use the filters to locate the reports, subjects, pupils and/or teachers. It would be great if these filtering opti...
Being able to duplicate an exiting checklist as a template would speed up the creation and consistency of format and layout, particularly where a MAT is using checklists extensively
Change category on Activity at Mat Level and push out
In the 'Edit Activity Details' window that appears when making changes on the mapping screen, the category should be an option, so that I can change this at every site with one action, rather than having to change in each individual school.
At REQ Stage to carry forward attachments to PORD stage
At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...