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
2 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". ...
Registration Present Codes needs to be available on Day view, week view, list view of registration manager
As per the school's need, we have created a few Registration Presence Codes. These Registration Present Codes needs to be available on Day view, week view, list view of registration manager for Bulk as well as individual record edit. These are ava...
Registration: Register a pupil when Out of School ends mid way through the lesson
Currently if an out of school record for a pupil overlaps the start of a lesson the teacher is not currently able to register them when they do arrive. This only affects the start of the lesson, if the OOS starts during the lesson they are able to...
Show Nationality in Registration Manager when staff hover over the Flag
It's great that the nationality flags are showing in the register pages. Please enable the option to display the nationality in text when staff hover over the flag (similar to what's already in place in Student Manager).
It would be time-saving to be able to bulk edit all the registers for one student for a day (AM, PM, all lesson registers). In other words, we want the Bulk Edit feature - that currently works in columns - to be applicable to rows, as well.
Managing GCSE/A level registration is an extraordinarily complex task during the summer exam period. We mark all or 5th and U6th Pupils as on Study Leave from May to the end of the academic year, but we need to change that mark on the days/times t...