Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.
Guest
2 months ago
in IRIS Financials
1
Planned for a future major release
Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.
Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.
Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run
Cumulate/Aggregate Pupil Info in Registration Reports
If we run a registration report across 2 academic years, the pupil details will pull the information from the last of the 2 years. For example, a pupil was in form 8S and then form 9S across 2 years. The pupil detail for form will just show "9Y". ...
The ability to email receipients that are from outside the organisation
A the moment we can't CC or BCC anyone from outside the organisation in a bulk email (Reddm House) (via Student Manager). This is a problem as our Executive Head now has a new email address that isn't reddam.house, but raher inspirededu.com, but I...
Previously, when creating email templates in Student Manager, we were able to remove images that were no longer needed or uploaded incorrectly. Since the recent update to the image interface, this option is no longer available. It is important to ...
Set the visibility of specific fields in HR Manager.
Staff should be able to have access to HR Manager for the purpose of searching for staff lists by department (including support staff). However, HR Manager contains data on staff member's protected characteristics such as age. iSAMS should allow y...
Currently, Contracts can support only one contact that gets notified. There should be a facility to add more email addresses in case there are multiple individuals/depts that need to be notified. This is an urgent request.
It would be great to add a separate permission set for Document Categories themselves. Currently the ability to modify and/or delete document categories is tied to other permission sets. For instance, documents within a category can have permissio...