Ideas

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.

In V2 that we have just upgraded from you were able to put a full stop and tab to copy the item in the row above. This seems to have disppeared in purchasing. In purchasing you can copy the whole row above but that isnt always useful. We want to b...

Our medical staff often need to know if a student is day or boarding for various reasons. Having to look a student up on Medical Centre and then Pupil Manager is adding in extra work

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)

When upload documents for a pupil in Medical Centre, the documents are listed by filename (i.e. A first, Z last). The Documents should be arranged in chronological order so that users don't need to scroll through the list to find the latest info.

When searching periods could you add "Prior Year" as a factory set option.

There must be a quicker way to get to the Purchase ledger.

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...