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Creditor / Debtors - add TB onto report

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end
Guest about 1 month ago in IRIS Financials 1 Under Investigation

Documents

Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.
Guest 18 days ago in Every Compliance / Compliance 0

Flagging of inactive tickets

I would like to be able to set a timescale once a ticket is created for action to take place, so say after a set time period whether thats days or weeks a flag is created by the issue to highlight the lack of actions
Guest about 1 month ago in Every Compliance / Issues 0

MAT Monitored filters

As a Trust, having multiple schools and multiple activities can be confusing. The compliance matrix does not pull through all of the MAT monitored activities therefore is not reporting correct data. My suggestion is that in the downloads for excel...
Guest 19 days ago in Every Compliance / Compliance 0

Compliance activity to be frozen

Freeze the activity part to the compliance so when you move the bar across the bottom you can still see the activity
Guest 3 months ago in Every Compliance / Compliance 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 about 1 year ago in IRIS Financials 3 Planned

Enable activities and issues to be assigned to user groups rather than one person

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...
Guest 3 months ago in Every Compliance / Issues 0

Access to INV/POIN

When granting access to create INV in Purchasing, can it automatically give access to POINs
Guest about 2 months ago in IRIS Financials 1 Under Investigation

Self Service Locations

On Self Service once user is added, the location access cannot be changed to add or remove access
Guest about 2 months ago in IRIS Financials 1 Under Investigation

A report in Contracts that can be filtered to show criteria ie >£100K

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K
Angela Herbert 3 months ago in Every Compliance / Contracts 0