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
3 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
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...
Filter "Locate Free Objects & Periods" by Division
In the Locate Free Objects and Periods feature, when searching for a room or a teacher for a specific period (inputting the week and period), it returns rooms or staff for all divisions instead of just for the rooms or staff attached to the divisi...
Please see a new picture from another parent. This is what I mean about parents not knowing what product to pay. This is a huge issue for us as we have different prices for different day for clubs. This WILL cause more issues for us as parents wil...
Currently a staff meeting can only be scheduled in one period (Timetable Manager -> Manage Staff Meetings). Please allow multiple periods to be selected (using ctrl+click is fine) for a meeting so that we don't have to re-create a new meeting a...
It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.
If a lesson is a double period with no break or is spread over multiple periods in a row, the boxes on the timetable should be linked or merged to ensure clarity. For example, if Maths is over Period 1 and Period 2, the box on the printout should ...