View Teacher Cover screen display the assigned user's division only or user's preferences' division
Currently, when a teacher open the View Teacher Cover page from the wizard bar, it show all divisions and default on the first division. As we have 9 different divisions and the Cover manager mostly used for Secondary division only. While the defa...
The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
At the moment the ability to submit a VAT return to HMRC via the MTD is limited to a single user account. This causes a significant problem if the person in question is absent from work for any reason when the VAT return needs to be sent. It would...
Administering room cover across a long period of time
The cover manager has the ability to close rooms for specific time periods each day. If the closure is for just one day, the administrative work is relatively minimal. However, when closures extend over a longer period, the administrative workload...
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
Allow "Cover Note" to be able to be added to the email template for emailing out cover
It would be really helpful if additional information about the cover (that we currently include in Cover Note) could be one of the fields we can add to our email template for emailing out cover to staff. Currently this field is only viewable in th...