Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.
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
4 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". ...
When uploading the MIS file to the ISC Census, it would be great if you are able to select which Census sections you wish to upload. We only use the MIS data for certain parts of the Census, and have to complete a lot of errors on the validation p...
If I create a Support Ticket which can't be fixed but I get the reply... ...I can see how this could be useful and encourage you to submit an idea It would be really good if I could go to the ticket and convert it into an idea there and then, rath...
When creating a physical address report on Export Wizard it duplicates the learner's information across 2 to 3 lines making it hard to get accurate data. This needs to be populated on one column with addresses on the same line as the forenames and...
Changing start/end times on out of schools is not very user friendly if you have a lot to do for instance if a trip leave time was to change. I would like to propose a couple of things that I believe would make it easier 1. The ability to bulk edi...