IRIS Ed:gen & iSAMS

Presently we can search for user accounts by first name OR surname. However if I combine first name and surname together, regardless of order (first name then surname or surname then first name), the search fails.

This would be useful when you need to add the same information to multiple applicants/pupils.

We would like to add this to our power bi dashboards set up by a third party.

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

With all the updated visa requirements, it would be very useful to be able to view and export a list of the documents that are linked to a child's record. This would help identify where the gaps are without having to go into each record.

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

With the help from AI, would it not possible to map the Countries in Global Lists automatically for the CTF, DfE and ISC fields, rather than mapping it manually.

To personalize an email, a particular individual field i.e. name may be wanted to be included into the subject name. Unfortunately fields in the subject are currently not supported.

We should be able to see each others email log and be able to open the email sent from the system

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.