The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson
over 2 years ago
in IRIS Financials
3
Awaiting Further Feedback
If an employee Visa as an example document on HR module is nearing its renewal date, how can I set up a banner or alert to notify me of the remaining days until it expires? An alert is very much important for us.
Outside of iSAMS we keep a record of which cars belong to which staff. It would be helpful if we could record this in iSAMS in a more structure way, linked to the HR record for each staff member, rather than in Word/Excel documents as some schools...
in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)
Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
Bulk Edit Staff on Training Courses (Safeguarding / GDPR Training)
There are a few statutory training sessions all staff need to attend, and it's currently not very easy to record the fact that staff have, or have not, had a particular training session in iSAMS. It would be great if we could create a training ses...
It would be really helpful if certain fields (or just custom fields) could be selectively added to the Wizard bar view for the module. For example Car Registration. We have certain staff (eg Reception) where it would be extremely useful for them t...
It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
In Pupil Manager, within the Documents & Files section, we are able to set access levels to the different categories. can we please have the same functionality in HR manager. Thank you