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 ...
Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3
We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest
2 months ago
in IRIS Financials
1
Planned for a future major release
URL that always points to latest live version of document
It would be incredibly useful to be able to generate such a URL so I can direct a button on our website to a particular policy, and know that it would automatically update when a new live of the policy is uploaded to Every. I can see there is a wa...
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...
I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.
It would be really useful to be able to reorder the portal forms in the Manage Portal Forms section of Admissions Manager. Currently they appear in the order you create them. We are a foundation of 4 schools and it would be useful to be able to gr...
Would it be possible to be able to edit the DD list of Documents required. For example would like to add Hot Works Permit (as a required document from suppliers) and remove COVID 19 Risk.
Being able to duplicate an exiting checklist as a template would speed up the creation and consistency of format and layout, particularly where a MAT is using checklists extensively
Change category on Activity at Mat Level and push out
In the 'Edit Activity Details' window that appears when making changes on the mapping screen, the category should be an option, so that I can change this at every site with one action, rather than having to change in each individual school.