Wellbeing Manager Link siblings automatically to a concern/life event
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.
Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...
Remove school prefix from supplier account numbers
I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
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.
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over 1 year ago
in IRIS Financials
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Under Investigation
Search bar with Surname / Forename under Wellbeing Manager Dashboard Overview tab
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...
Separate Wellbeing access so that each HM can only see the pupils in their house.
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.
Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.
Purchase Orders Awaiting GRN by Req Creator Report - Can an extra column be added to this report showing the amount remaining/awaiting to be GRN'd on the order?
If a concern is raised with multiple pupils, any update needs to be entered for every pupil individually. This can be very time consuming if there are lots of pupils who (say) happened to be bystanders. Can we create linked updates to what are eff...
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.