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Copy and Paste Sections on checklists

I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...
Guest 11 months ago in Every Compliance / Compliance 0

The ability to turn activities that are 'completed-awaiting documents' amber.

Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...
Guest 10 months ago in Every Compliance / Compliance 1

Please allow us to remove a date of completion of an activity if it is entered incorrectly

No description provided
Guest 3 months ago in Every Compliance / Compliance 0

Allocation Screen

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process
Guest 7 months ago in IRIS Financials 0 Under Investigation

Lock Activity set up for MAT monitored items

For Activities set up at MAT level, titles, descriptions, categories and frequencies should be locked and only be allowed to be amended at MAT level.
David Morris 6 months ago in Every Compliance / Compliance 0

Can there be a new field in activities for the location of the activity

When creating an activity at school or Trust level, we currently have no way of putting the location of where the activity is to be undertaken/completed, having the new field for this would allow a location to be added and will provide a better de...
Guest about 2 months ago in Every Compliance / Compliance 0

A full document report to show who hasn't read a document rather than per document

it would be really useful to be able to run a report for all unread documents rather than having to go into each document.
Guest 10 months ago in Every Compliance / Compliance 0

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman almost 2 years ago in IRIS Financials 4 In Development

Document Emailer - Automate PO sending when approved

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications
Guest 9 months ago in IRIS Financials 3 Planned

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 about 1 month ago in IRIS Financials 1 Planned for a future major release