Ideas

We find the process of creating a new user really long winded and often we miss certain elements. A user friendly function which adds the user to all the right areas of the system with the right access would be amazing.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

Allow separate settings for trad and live databases

Currently if you have the GIRFEC function enabled you need to create a concern via the module or if using the wizard to then go into the module, look up the concern and add the GIRFEC data. Please make this a step in the wizard when a school has t...

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...

Create a concern wizard currently allows teachers/staff to create a concern about an individual but stops short of allowing the person creating the concern to add actions for follow-up. Actions are only accessible by entering the full Wellbeing Ma...

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...

We would like to be able to add custom fields in Wellbeing Manager e.g. we want to record and report on if concerns are on-line or in person.