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Automatically add staff to user visibility when assigned to an action in Well-being Manager

Due to the sensitivity of the records in Well-being Manager, the visibility group is limited. Hence, authors of the concern do not automatically get visibility to the concern created. However, it would be efficient if once they are assigned to an ...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2

Management Accounts Report - remove decimal spaces please!

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...
Irena Bojanic 11 months ago in IRIS Financials 1 Under Investigation

Audit report - Supplier bank changes

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.
Jamie Vincent almost 3 years ago in IRIS Financials / Future development 1 Planned

Extract Purchasing Users

I need to know the full list of people that have been assigned a licence on the purchasing side. I can see the list, but as there are alot, I will have to screen shot a few times. This would be helpful when people leave the business.
Guest almost 3 years ago in IRIS Financials 1 Planned

E Procurement

Allow separate settings for trad and live databases
Guest 12 months ago in IRIS Financials 1 Already exists

Add GIRFEC to the Wellbeing Create a Concern Wizard

Currently if you have the GIRFEC function enabled you need to create a concern via the module or if using the wizard to then go into the module, look up the concern and add the GIRFEC data. Please make this a step in the wizard when a school has t...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1

Dual authorisation of supplier set up /bank changes

To have the option to have two users require to set-up a supplier or change supplier bank details (e.g one to enter and one to authorise before supplier/changes is open for use on system). This was raised as a system weakness by our auditors last ...
Abbe Irving almost 3 years ago in IRIS Financials 1 Awaiting Prioritization

Ability to 'fix' budget

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.
Guest almost 2 years ago in IRIS Financials 0 Under Investigation

Add custom fields in Wellbeing Manager e.g. to add if concern on-line or in person

We would like to be able to add custom fields in Wellbeing Manager e.g. we want to record and report on if concerns are on-line or in person.
Guest 12 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

Dot Tab for copying previous rows items not available.

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...
Guest 12 months ago in IRIS Financials 1 Under Investigation