RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES
Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
Guest
about 1 year ago
in IRIS Financials
2
Awaiting Further Feedback
We are a large group of schools and currently have to manage any changes to existing fields and schools manually. To ensure consistency of data recording across all sites this has to be done centrally to ensure that they are amended in the same wa...
Please could we have data from all the integrated registers available in Central? We have FSM, LAC, PP, SC, SEN. We really need the EAL register added, but including the rest as well would seem like good future-proofing!
Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...
It would be really useful if we were able to organise existing custom fields with the new custom section feature, for example group together and name (custom section) and use multiple field rows. At present, we can only add new custom fields to cu...
Single input screen for invoices which identifies POIN / PI to avoid duplicate work
Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...
Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.
When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Is there any way to have an audit log to see the data and dashboards accessed by users. This would help to understand the usage of the dashboards and also allow for monitoring to the access of data.