A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...
We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Sort order of Fee cycles on Parent Portal for Invoices
At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...
It would be really useful if this section had the autosave function the same as when amending registration marks - so many times I have completed the reason for change, gone to next year group and forgot to press save!
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
cancelation of part invoiced / delivered goods received notes
When an order is raised for a quantity of 10 items and the supplier is only able to deliver and invoice 8 of these it would be really good if you could just cancel the remaining 2 items instead of having to take the remaining 2 items into an invoi...
Allow purchase documents to be converted to different accounting documents
Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.
Jamie Vincent
over 2 years ago
in IRIS Financials
3
Under Investigation
Attendance Registers - Auto Flagging Discrepancies
We would like to have the option to set up customisable automations where certain staff (e.g. Attendance Officer, Head of Year etc) will be sent an automated email where there are discrepancies between periods so it can be looked into. For example...
Leave request should be displayed with student name and form, instead of parent name
Currently all pending leaves appears with Parent name on registration manager- >leave request -> pending leave request. It's get difficult for Teachers to open each of them and look for student name there. Please help?