Ideas

Admin would like to send an email to primary contacts (P1 in SIMS) but also to selected non primary contacts (P2 for example) Currently you can either send to primary, or send to all. We could add an option to add an extra field (like the Addition...

It would be really useful to be able to see a copy of sent emails for Purchase Orders, Sales invoices etc. If a customer or supplier says that they have not received an email, we would usually send a copy of the sent email as proof

Is it possible to set up auto attaching so that you can attach papers to the order on the portal, we do attach manually at the moment.

When Importing large csv files, could the system let the user know the document number for the file imported, at the moment you cant tell if its successful from the import screen. Which could result in multiple imports.

It would be useful to be able to list a school as closed while still retaining its details. This could mean that it would not be added to any mailings but we would still be able to acknowledge the fact that soem students may have attended the scho...

When the stage of completing the media evaluation was reached, the customer wants to be able to print out the list with the suppliers bank accounts and sort codes to get them checked before the file is uploaded to the bank. Currently this isn't av...

Client requested that they would like an option to self approve at PO level but not at REQ level. This would then prevent the requisitioner from self approving their own document but often in small finance teams the PO approver needs to be able to...

It would be very beneficial if in Agent Manager you were able to attach a document to an agent. For example you could attach contracts for a particular agent. Keeping everything in one place.Thanks.

Please can you make it so that budget values (whether uploaded manually or via a SQF File) are not rounded. We use Access Education, when we upload our profiled budget to IRIS, because IRIS Financial rounds to NIL decimal places the budget reports...

Sue O'Brien at Southwick, admin@southwick.wilts.sch.uk would like to be able to delete things in documents to print, in Bulk, she said that she had previously been informed this would be added in, it is a current enhancement request.