Ideas

We have been told in our UKVI Compliance Training that we should have a mechanism to check when expiry dates are due for both pupil passports and visa's etc. With the ability to send reminders at set points. Could there be a pop up reminder of all...

Can the functionality to be able to create custom groups be made available in Admissions manager? We would like to be able to group applicants but not by way of admission stages etc

The Admissions Statuses used by a school can change over time. For historic reasons, we would not want to delete statuses no longer in use (since these will be attached to existing applicant records). However, we would no longer want them displaye...

Unable to undo allocation from a document on a payment run Unable to properly process refunds

We often have a Parent whose email address is their work one. Once they change job they remember to update their email on ParentMail but not longer have access to their old email address to approve the change. We also have this where parents have ...

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

We would like to send out promotions, reminders and general updates to Agents to keep their interest in our Summer School ongoing however we cannot do this via the Agent Manager as there is no capability to send out a mail merge using the Email Wi...

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...

Good afternoon, from feedback via Parents we would like to ask if payment items in the shopping trolley icon can have a red number icon pop up when there is an item for parents to pay. Or a reminder pop up when they log in that there is a payment ...

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...