Request for Bulk Update Functionality for Activity Assignment
I’d like to raise a significant usability issue within the system regarding activity management. Currently, there is no option to bulk update the “Assigned To” field on activities. This has created a major inefficiency for us. Following a recent s...
Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.
Add paperclip icon to contracts summary tabs to indicate when attachments are included such as on Business activities.
Add paperclip icon to contracts summary tabs to indicate when attachments are included such as on Business activities. During set up process particularly it is very time consuming to check all contracts across 17 properties to check all schools ha...
The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson
about 3 years ago
in IRIS Financials
3
Awaiting Further Feedback