Ideas

I think it would be beneficial to have a similar payment run process to v6. Due to the current issue with Paylist IDs and because this issue could be caused by users having to post a document instantly whereas in V6 there was stages (provisional (...

We run weekly payment runs across 5 different accounts. Each paylist created is then viewed / spot checked against the invoice image. Once you have clicked on the view image icon, why is there then a need to go to yet another screen to click on 's...

It would be great if you could update one account then copy new information to other accounts

Agent Manager only lets you link one Agent. We often have 2 Agents and currently have to pick just one to link, which then effects the usefulness of the stats. Also we have Educational Guardians, who can be from an Agency, that cannot then be mana...

Within IRIS Financials you can set the system so that users are made to change their passwords systematically. It is not possible with the cloud login. This would be useful for security as although the apps can be secured but prompting a password ...

Customer would like to be able to import PORDs in the same way that you can in accounting with SIs and GJs. Use a .CSV file to import all your lines for your PORD into purchasing.

Add field 'Job Title' to agent contacts. Agent Manager > Select Agent > Add Contacts

Currently the report which we can run for missing attachments for POIN's is only shown at Trust level. It would be great if this could be broken down into School level so that each school can see which invoices they need to upload.

We were wondering whether it would be quicker if a number of orders could be entered onto a spreadsheet and then imported? It might save time, better spell checker? Bulk imports.