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...
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...
Help option when you select a function or go to complete a transaction it will then attach the help to guide.
If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
View Actions in Wellbeing Manager: Student Overview - Student Timeline
It would be helpful if actions taken for student concerns are visible on the Wellbeing Manager: Student Overview - Student Timeline. This would allow teachers to efficiently track and review individual concerns and actions, without the need to nav...
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...
When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return
Guest
10 months ago
in IRIS Financials
2
Awaiting Further Feedback
Please could we have a search function, allowing us to search using any of the fields from a Concern (and whether or not documents have been attached to the concern), on the Concerns list for each child?