It would be useful if the audit trail started with the date that a prospective student record was added to the system, currently the first record in the audit is whenever a field is updated, not when the record was created.
Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Guest
about 2 years ago
in IRIS Financials
3
Awaiting Further Feedback
It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
Click through to a pupil record from the pupils listed against an agency
It would be good if you could click through from an agent to the pupil/applicant details. Saves you finding an agent and a pupil and then having to go into Pupil Manager/Applicant Manager to look up the pupil. I do believe that it would make a lot...
Add Young Carer Indicator field to Admissions Forms
The Young Carer Indicator is statutory data for state schools to collect and submit with their census. Making this collectable via admission forms would be very helpful.
Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.
When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...