Ideas

When deleting a Visit from an applicants record you are given two options, Remove Applicant and Delete Visit.Can we please have an extra warning when selecting Delete Visit. Underneath the Delete Visit button it currently says 'Delete Visit & ...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...

Would it be possible to email an applicants current school through the email wizard? This would be a useful feature when gathering information ahead of assessments and also for when safeguarding information is requested. We currently add the name ...

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions

Please could you add 'Health Record' under applicants on student manager. Is it possible to have the option ‘ Health Record’ under ‘Additional Information’ on the Applicants tab on Student Manager- this is to ensure new students are set up ready t...

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...

Parents are able to add the name and contact details of their applicant's current headteacher, but not their Title (e.g. Mr or Mrs). This means that we have to manually update the title of headteachers of any new schools submitted to ensure that c...