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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 2 days ago in IRIS Financials / Future development 0 Needs review

Favourites Bar

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference
Guest 2 days ago in IRIS Financials / Future development 0 Needs review

Remove 10,000 Row Limit

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...
Guest 2 days ago in IRIS Financials / Future development 0 Needs review

TB - Exclude Zero Balances Option

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...
Guest 2 days ago in IRIS Financials / Future development 0 Needs review

Activity Completion

Once completed an activity return to the page where all activities are listed rather than staying on the completed activity page
Guest about 7 hours ago in Every Compliance 0

SCR - A more simplified report

There has been a request for the SCR module report to provide a more concise / reduced report. The customer has provided the attached as an example for future developments.
Guest about 23 hours ago in Every HR / Single Central Record 0 Awaiting Review

Add DBS issue and expiry date to the SCR report

The DBS issue and expiry date can be populated in the pre employment tab of the employee record. Please can you think about adding at least the expiry date as a column to the SCR report. . This is the report I would download for an OFSTED inspecti...
Guest 2 days ago in Every HR / Single Central Record 0 Awaiting Review

Credit limit Notification

At present, when the credit limit is getting low there is no notification, so we only find out that we have run out of credits when an employee informs us that they cannot complete their training due to insufficient credits. The administrator shou...
Guest 2 days ago in Every Compliance / E-Learning 0

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 days ago in Every Compliance / Contracts 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 3 days ago in Every Compliance / Contracts 0