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Feel Billing Contact Notes - link to Pupil Manager Contact Notes

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Automatic rollover date to change automatically

Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...
Guest 7 months ago in Every Compliance / Contracts 0

Risk Reporting

Please may the All Risks and reviews report and the all risk items report be combined to ensure review comments can be pulled through to one report
Victoria Scranage 6 months ago in Every Compliance / Risk 0

Copy Checklist to use as template

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
David Morris 5 months ago in Every Compliance / Compliance 0

Export all activities assigned to a specific person

It would be extremely useful to be able to export all activities that are assigned to a specific person or team. The 'Audit User Report' is not effective
Guest 5 months ago in Every Compliance / Admin 0

Can you link an incident to the risk module please

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

App

HI, please could you redo the app for the Android user as I used this for my work which was extremely useful
Guest 3 months ago in Every Compliance / Compliance 0

Allow date ranges and ticket owners for All Issues.xlsx report downloads

Right now, downloading the All Issues.xlsx report from the KPIs menu gives you every ticket ever created for a category. When there are a large amount of tickets, the report is incredibly hard to manage, often crashing the spreadsheet software if ...
Guest about 2 months ago in Every Compliance / Issues 0

Tick box on compliance Matrix

having a tick box on the compliancy matrix so when setting up new schools and adding the Activities, You can tick the activities you needed rather than going though each one, 1 at a time
stephen Thornley 8 months ago in Every Compliance / MAT Admin 0

Linking of Scholarships (Discounts) to Fee Billing

It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery