Ideas

I run an Outstanding Purchase Orders by Supplier report every week to remind everyone what needs to be GRNd, and spend hours deleting unnecessary columns and manually, line by line, adding in the department/user that created each order. Would it b...

Creating a Search bar with Surname / Forename under Wellbeing Manager Dashboard Overview tab would help for a quick search to have the required pupil rather than the whole list. The search bar could go on the left hand side above the word 'student...

This would aid schools that have more than one site or staff that are not familiar with siblings across a school. Siblings appear with a tick box to add them to a concern.

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...

It would be very useful to be able to set a default Severity Level, in the same way that a default "Concern Status" is set.

The workflow for invoice approval only allows for one cost centre. It would great if it could send elements of the invoice to different approvers if the cost being split across multiple cost centres

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year

This would enable Wellbeing to store more sensitive data on pupils at them moment the access is by level and this means all Hms can see everything which is not good.

I am setting up workflows currently and receiving support from Advantage. I do not always receive the feedback link within the case resolution email. I think it would be good to have a link attached to each case logged via the Iris platform, where...

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.