The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson
over 2 years ago
in IRIS Financials
3
Awaiting Further Feedback
Ability to view documents from within the Payment Run selection screen.
In V7 it is not possible to view attachments within a payment run, you need to view the attachment separately, such as from a document enquiry. Being able to view them or link through to them from the Payment Run selection would save a lot of back...
We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.
Always Able to See Download/Upload Tab in Reports Wizard
Within the Reports Wizard module there is a very helpful Download/Upload feature that allows staff to work with spreadsheets. When you first enter a report cycle, you will see tabs as follows: Overview [Individual tabs for each subject you need to...
Staff have asked me if they can see the pupil's photo at the time they are writing their academic reports. This is very useful and was something they had in their previous MIS
A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
In exactly the same way as just appeared in this box. Some guidance about what goes in the comment box that then disappears when you start typing. Remind teachers of some of the major dos and don'ts
It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
If Word is to remain an option when exporting the Data Collection Sheet, it needs to be formatted correctly.
When exporting a Custom report using Word it is not formatting correctly. First Pupil name on document is duplicated throughout all the pages and appears twice in the Header.
Is it possible to have a bank of targets for each subject? So for example, our Head of English can write all the targets for each year group and then the teachers can choose which which target they want to use.