Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.
When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Single input screen for invoices which identifies POIN / PI to avoid duplicate work
Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Filter by Category on Wellbeing Manage Records page
I had made a massive error recently and accidentally bulk assigned visibility of a range of safeguarding records to the incorrect user group. Thankfully the user group assigned was a very small group that work closely with the safeguarding team an...
Ability to view documents from within the Payment Run selection screen.
In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
Allow the Workflows Options in Wellbeing Manager to pull through data from the discipline manager.
It would be useful to have the ability to create workflows off of data from the Discipline Manage. eg Detentions - When a student gets two detentions in a week, an indicator is created
It would be really helpful if the NATURE box under the category of SAFEGUARDING in 'create a concern' in wellbeing manager had a drop down menu - so that staff cannot input whatever they like...and therefore my reports to analyse the nature of con...
Is it possible to get a report of users by useage of the portal, I am constantly short of Licenses, and need to see user useage. To make sure the more active users keep their license, and also to see if I still need so many licenses
It would be useful to be able to send a message to all users when they log on to the system, for example "Order Deadline is XXXX do not enter any orders after this date" Messages could be added/removed or edited as and when required.
Make a student's Wellbeing profile accessible or linked from within the Student Manager or Student Profiles modules
Create a link to a child’s wellbeing profile from within Student Manager or Student Profiles. You can access most other modules/information from the list on the right in these modules like tracking data, detentions, rewards and conduct and other b...
Increase the number of characters allowed for a account in the Title field - Needed for Suppliers
When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Becky Graham
about 2 years ago
in IRIS Financials
1
Planned for a future major release