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Custom report builder (activities)

Enable the building of custom reports within the reports generator within the activities. I am looking to generate a report on activity entries to and from specific dates. Currently, every time I want to run a report on a specific activity, it run...
Guest about 1 year ago in Every Compliance / Compliance 0

Bulk update Assigned to on Activities

We have recently had a member of staff leave. So on Every compliance activities, i will now need to update 50 activities one at a time to change the assigned to as their is no bulk way to update
Guest 7 months ago in Every Compliance / Compliance 0

Add Compliance widget to the Home (widget) dashboard

I think it would be extremely beneficial to users if a widget for Compliance was added to the main Home dashboard area, grouping it alongside the other key widgets, making them all easily accessible in one location. I believe this would be a relat...
Guest 4 months ago in Every Compliance / Compliance 0

Checklists

Can checklists added to an activity that get updated at MAT level automatically filter down to each property without having to unmap and re-map the activity. The responsible person is then in my email but this needs to be the individual property e...
Guest 11 months ago in Every Compliance / Compliance 0

Attachments

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...
Sarah Egginton about 3 years ago in IRIS PS Purchasing 2 Under Investigation

Previous Document View

Display original details in a greyed-out section above the fields for reference. Easier to see what they original REQ vs PO vs GRN vs INV looked like without coming out and back in again
Guest 4 months ago in IRIS PS Purchasing 1 Will not implement

GRN/Invoice quantity differences

Show a warning if the invoiced quantity differs from the GRN quantity, if further invoices are expected or not. If not, then potential auto-write off for remaining
Guest 4 months ago in IRIS PS Purchasing 1 Will not implement

Order/Invoice Price Differences

When invoice and order prices differ (not full quantity), it could prompt the user to write off the difference, and if confirmed the system automatically generates a write-off document. If full quantity but price difference, it generates the messa...
Guest 4 months ago in IRIS PS Purchasing 1 Under Investigation

Default Single/Cross Location Orders

Have a Default setting to set orders as single or cross-location orders. With an override button to switch on the order itself. This would help prevent accidental cross-location postings.
Guest 4 months ago in IRIS PS Purchasing 1 Will not implement

send a reminder to the assigned for activities and issues

Would be great to be able to send a reminder to the assigned for activities and issues
Stuart Caswell 9 months ago in Every Compliance / Compliance 1