Ideas

Being able to duplicate an exiting checklist as a template would speed up the creation and consistency of format and layout, particularly where a MAT is using checklists extensively

In the 'Edit Activity Details' window that appears when making changes on the mapping screen, the category should be an option, so that I can change this at every site with one action, rather than having to change in each individual school.

Hi, I am the IRIS element professional user. We found that 1. we could not put 'draft' watermark on the accounts as well as CT600 tax return. And 2.we also could not save the accounts as word format. 3.We could not use for our customers who are cu...

For Activities set up at MAT level, titles, descriptions, categories and frequencies should be locked and only be allowed to be amended at MAT level.

Allow Activities to be completed on certain days of the week, rather than just 'daily' frequency, as this mean daily activities show as overdue on weekends and need to be falsely completed. Also allow input of term dates to ensure activities are n...

Enable a function that makes attaching documentation mandatory to selected Activities, and not allow completion until attached.

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...

It would be helpful to have visibility of all historical reminder dates set against a payment item or invoice, as these are often adjusted if payment is not received. Or alternatively, I would like the ability to generate a report for a user that ...

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