Ideas

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...

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...

Can we get an area on either the iSAMs dashboard or teacher portal where teachers can view any wellbeing actions which have been assigned to them? Teachers will not necessarily see an email, so having a different location to see this information w...

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

Important information such as who has parental responsibility (if this is listed) for a student is not included in the iTeacher app. This can lead to (and has led to) serious issues for schools who have sections that use the iTeacher app regularly.

Show Approvers / limits / missing fields preventing them being on workflow, on column next/under Cost Centre when selected in Purchasing? Allows us to identify at that time if there is a discrepancy from expected approver/s

Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?

Remove 'Account Required' when using Nominals that have no Ledger link, therefore there is no Account available to select

Include in Budget Check needs to be ticked for all nominals that you want included in the Budget Check when using the Ledger Account mode However this is not very easily identifiable, when clicking the Budget Check on a PORD, could the Budget Chec...