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IRIS Financials Ideas Portal (Commercial & Charity)
Status Released
Workspace PS Purchasing
Created by Guest
Created on May 22, 2023

All documents awaiting authorisation in one palce

Currently authorisers need to filter by type to get PORDs, POINs and xxPIs. This is not user friendly for those who do not have any idea about PSF document types. They should be able to click search and get all of their awaiting authorisations no matter what they are. This drives our Headteachers and Budget Holders crazy and leads to lack of interest in using the system effectively.

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  • Admin
    Graham Fain
    Reply
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    Sep 8, 2023

    Hi Sascha
    I can confirm this should be visible in the version running at your school. It should show as the default option on both search and authorisation search.
    Please come back to me or contact Support if you need more help with this.

    1 reply
  • Guest
    Reply
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    Sep 5, 2023

    Graham

    Please can you let me know which release this is in and the date of the release?

  • Admin
    Graham Fain
    Reply
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    Aug 8, 2023

    I am pleased to confirm that the latest release of IRIS Financials Purchasing contains "All Purchasing Documents" option which is set as the default within the "Document Type" dropdown. As a PS Cloud customer your software will automatically update to this. If for any reason this doesnt show, please contact Support.

  • Guest
    Reply
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    May 26, 2023

    I agree with this - shouldn't need to change a dropdown to see different document types, all should just appear when clicking Document Authorisation