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
Please can you create a search function in the gradebook logs, to be able to search for who created a grade or a modification would be very beneficial. I know currently we have a log but when you have no idea when the log was created and by who yo...
We recently imported some CAT4 data into iSAMS which will shortly be used in reports going home. The data was imported in Tracking Manager and then pulled through into a new gradebook. One pupil missed the original CAT4 tests and we've just receiv...
Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.
Currently assigning staff to a gradebook under Edit Details is separate to Assigning Students. If we want both staff assignment and student assignment to follow the same e.g. academic groups, we have to do it twice
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