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
Cumulate/Aggregate Pupil Info in Registration Reports
If we run a registration report across 2 academic years, the pupil details will pull the information from the last of the 2 years. For example, a pupil was in form 8S and then form 9S across 2 years. The pupil detail for form will just show "9Y". ...
Benefit anyone who wishes to extract information from Every. Example of 2 things that would be useful: Export of all issues and details to allow reporting in Excel/PowerBI Export of compliance matrix or compliance items to allow for reporting
Changing start/end times on out of schools is not very user friendly if you have a lot to do for instance if a trip leave time was to change. I would like to propose a couple of things that I believe would make it easier 1. The ability to bulk edi...
Sometimes we have pupils added to Out of School, with notes explaining why. In Registration Manager --> Period View, we can see the notes entered for the pupils. Notes entered either via registers ("Note") or via Out of School ("Reason") In Reg...
Audit trail and restrict who can delete events from Out of School
We want to know when an event was deleted from the Out of School Manager and the ability to restrict who can delete these events. Currently there is no audit trail for the Out of school list.