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Pull location from assets into issues

Similar to incidents, can the location pull-through be added to issues as well?
Guest 10 months ago in Every Compliance / Issues 0

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman almost 2 years ago in IRIS Financials 4 In Development

Please allow us to remove a date of completion of an activity if it is entered incorrectly

No description provided
Guest 3 months ago in Every Compliance / Compliance 0

Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest about 1 month ago in IRIS Financials 1 Planned for a future major release

Document Emailer - Automate PO sending when approved

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications
Guest 9 months ago in IRIS Financials 3 Planned

Improved Reporting

When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.
Guest 9 months ago in Every Compliance / MAT Admin 3

Trip payments (products) to also have option to add questions such as lunch options, consent

At the moment we add trips as a product but there is no option to add a question i.e what lunch would your child like, how will they be collected at the end of the day? I am having to add a product for the payment and then a survey to gather furth...
Guest 10 months ago in IRIS School Spider 2

Lock Activity set up for MAT monitored items

For Activities set up at MAT level, titles, descriptions, categories and frequencies should be locked and only be allowed to be amended at MAT level.
David Morris 6 months ago in Every Compliance / Compliance 0

A full document report to show who hasn't read a document rather than per document

it would be really useful to be able to run a report for all unread documents rather than having to go into each document.
Guest 10 months ago in Every Compliance / Compliance 0

Automatic rollover date to change automatically

Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...
Guest 9 months ago in Every Compliance / Contracts 0