Joiner and Leaver alerts It would be helpful to be able to have the option to access a monthly alert to notify certain managers on a monthly basis who has left and who has joined, including their names, job title and employment dates.
Joiner and Leaver alerts It would be helpful if when a manager is alerted of a joiner or leaver that the start and end date together with the job role are also shown alongside their name.
Duplicate Invoice number across locations. Currently the warning only appears when the same number if used on the same location. If this could flag across locations that would save duplicate orders being rasied.
Task Management - Templates - Assign to / Assign User groups
Feature Title: Optional Task Assignment in Task Templates Business Need / Problem Statement: When creating a Task Template, the system currently requires the task to be assigned to either an individual user or a user group. This mandatory requirem...
Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...
Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.
Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference
Guest
10 months ago
in IRIS Financials
0
Under Investigation
Is there any plans to incorporate a Direct debit collection module into Accounting, its more of a wish list at present but parents are asking more and more if we can set up direct debits at the moment we encourage them to set up standing orders. I...
Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...