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...
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
Cover - collapse year, free up rooms but not free up teachers
Cover Module - we understand that you can select and "manage timetable suspensions" to collapse a year and free up teachers and rooms. However we would like to be able to collapse a year, free up the rooms - but not free up the teachers. This is n...
Rota cover is missing in the master timetable spreadsheet export
Rota cover does not currently appear in the Master Timetable spreadsheet exported in the Timetable Manager. So these need to be added manually to provide a true picture of staff availability and frees.
It would be useful if when you added a member of staff as unavailable they system checked if they were already allocated to cover and alerted or removed the cover.
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.
Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Remove top 5 absent teachers or give the module granular permissions
Granular permissions for Cover manager widgets. Currently all staff who have access get to see the "Top 5 absent teachers" this goes against the ICO guidance that "An employer must not publish ‘league tables’ of sickness absences of individual wor...
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...