Ideas

It would be really useful to be able to see a copy of sent emails for Purchase Orders, Sales invoices etc. If a customer or supplier says that they have not received an email, we would usually send a copy of the sent email as proof

Is it possible to set up auto attaching so that you can attach papers to the order on the portal, we do attach manually at the moment.

When Importing large csv files, could the system let the user know the document number for the file imported, at the moment you cant tell if its successful from the import screen. Which could result in multiple imports.

When the stage of completing the media evaluation was reached, the customer wants to be able to print out the list with the suppliers bank accounts and sort codes to get them checked before the file is uploaded to the bank. Currently this isn't av...

Client requested that they would like an option to self approve at PO level but not at REQ level. This would then prevent the requisitioner from self approving their own document but often in small finance teams the PO approver needs to be able to...

Please can you make it so that budget values (whether uploaded manually or via a SQF File) are not rounded. We use Access Education, when we upload our profiled budget to IRIS, because IRIS Financial rounds to NIL decimal places the budget reports...

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...

It would be helpful to have the option to more easily remove recurring charges from a leaver.

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...