Ideas

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

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 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 ...

Let's say you've got detentions at the end of the day. Having the workflow run during the day would facilitate attendance on the same day as opposed to the following one. Some indicators ideally need same day action and currently these aren't appa...

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

Option to Bulk update the status of Wellbeing concerns.

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

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...

No icon indicating there is an attachment with concern entered on Wellbeing Manager ; no quick icon either after clicking the pupil's name. Knowing that an incident recorded has an attachment along with it should be more intuitive rather than user...

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.