Ideas

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

At present, when the credit limit is getting low there is no notification, so we only find out that we have run out of credits when an employee informs us that they cannot complete their training due to insufficient credits. The administrator shou...

This would enable at a glance viewing using the search and sort field, especially handy for a Trust with multi sites. .

Can the contracts that are set as naturally expiring, automatically expire on the set date and change the status to ceased and archive themselves? At the moment we rely on each property administration to go in and amend this, the system should be ...

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?

We are a growing trust and have recently started using the MAT Compliance Matrix. I have just been on Chat to find out how the matrix can indicate that remedial works are required following a statutory service. I'm extremely disappointed to be adv...

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...

At the moment we can only get reports on each school site. As this is a MAT tool I would like a KPI issues report that pulls all school data together. This can be done with the compliance, so an issues report would benefit too.

When a property completes a checklist from a compliance eg Daily Checks, these are usually Yes and No answers. When an item on the checklist flags red, this doesn't notify anybody at MAT level. This stays with the property and it is assumed that t...

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...