Auto-populate Set Name to match Set Code when creating a new subject set
At the moment, the Set Name has to be re-entered separately when creating a new set in a subject. I think it will save time if the Set Name can populate automatically while typing in Set Code, as I believe most schools will have the Set Name to be...
Before the upgrade we were able to run a report of all parents who had not responded to a form. This then enables you to target that parent with a phone call or face to face meeting. Now you have to go into message all unresponded and try and figu...
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
We have a number of lessons that are taught across various years (eg Games). It would be really useful to be able to clone a year group that is timetabled into another year group and just change the class title - or be able to do multi year select...
We should be able to add any students to a Build Set. As we are a small centre, we have some sets that are Years 7 to 8 or Years 7 to 9. Now in these sets, only the top year will be moving out into the 10-11 set for instance. So we should have the...