Payment Run - Ability to deselect all items. Unable to deselect all items bought through to the select the ones you require. When wanting to pay just one item deselecting them all individually is long winded.
Missed Registration Settings - to be able to select the Years & Forms
We have our Year 13IB students on Study Leave at the moment and so we do not want the 'missed registration' emails sent to their teachers, but we are unable to filter on which Years & Forms are to receive the emails. Can this please be looked ...
It would be useful if we could copy and paste a list of names to create a Custom Group rather than picking the names. Sometimes we have to create large groups from a spreadsheet exported from a MS Form or other system, and it would be useful to ha...
Favourite certain reports within registration manager
It would be great to have a feature where you can favourite/separate particular reports within Registration Manager. This is because there is a whole host of options for reports of which we only use a couple - however, we often cannot remember the...
Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference
Guest
10 months ago
in IRIS Financials
0
Under Investigation
Is there any plans to incorporate a Direct debit collection module into Accounting, its more of a wish list at present but parents are asking more and more if we can set up direct debits at the moment we encourage them to set up standing orders. I...
Is it possible to flag Non order invoices on the system to a named user in their locations workflow. We are finding that we need to monitor non order invoices and bring schools to task over them, but by the time they are in a BACS its a little to ...
Ability to remove or hide built-in fields which are not used
There are some fields within the system that are either not relevant to our setting (e.g. Boarding House) or that we do not use (e.g. School Age) that we would like to be able to hide/remove from the user interface to make the system easier to use...
The options for reporting within registration manager are overwhelming and confusing to a new user. Using consultancy hours has allowed me to identify 3/4 useful reports of about 42 reports listed. Have you considered surveying users to identify w...
Could there be a option to put an end date on the Users On Holiday tick box? Sometimes it can be forgotten to remove the tick once they're back. If the system could automatically do it on the end date entered, this could save some time.