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Trust contracts to share to multiple properties

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.
Angela Herbert 4 months ago in Every Compliance / Contracts 0

Be able to create Checklists in contracts to record items that need returning to supplier

Be able to create a Checklists in Contracts module to enable the customer to record items that need returning to supplier. Similar to in Activities.
Angela Herbert 4 months ago in Every Compliance / Contracts 0

Status on summary table in Contracts

To have the ability to view the current status of a contract on the summary table ie overview of whether is Live, Ceased, Notice given
Angela Herbert 4 months ago in Every Compliance / Contracts 0

Ability to attach a file upon creating a document via Document Input.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
Becky Graham about 1 year ago in IRIS Financials / Future development 0 Planned

Add Contracts Category and status to the Contracts summary table as a column header on all sites

This would enable at a glance viewing using the search and sort field, especially handy for a Trust with multi sites. .
Angie Fisher 2 months ago in Every Compliance / Contracts 0

Contracts Administration: Reduce the need for manual intervention

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 ...
Guest 2 months ago in Every Compliance / Contracts 0

MTD VAT Account

MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return
Guest 2 months ago in IRIS Financials 2 Awaiting Further Feedback

At REQ Stage to carry forward attachments to PORD stage

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Guest about 2 years ago in IRIS Financials / Future development 1 In Development

View documents processed by user

The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Guest almost 3 years ago in IRIS Financials 0 In Development

GL Extract

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Amelia Okeke 6 months ago in IRIS Financials / Future development 2 Already exists