Ideas

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 ...

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...

Customer (EMM01) mentioned that they were looking for a way to see current commitments in accounting enquiries, as per a previous option within V6. This no longer seems to be available to them in V7.

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...

There should be a way of archiving past Admission Events. We have been using the product for 7 years and so have many events that are over 5 years old. They can be deleted but this deletes all the associated data. Would be good therefore if they c...

Hi, I would like to suggest an improvement for the Admission Module workflow. Currently, when an applicant is moved to “Current Pupil”, there is no verification or approval process before the student profile is posted to Pupil Manager. Staff who a...

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 ...

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...

Could there be an better way to remove commitments? e.g. If I receive an invoice which values does not match the PO but for full quantity, this leaves the value as a commitment but there's no way to remove these without contacting support

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference