At the moment the ability to submit a VAT return to HMRC via the MTD is limited to a single user account. This causes a significant problem if the person in question is absent from work for any reason when the VAT return needs to be sent. It would...
Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.
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...
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...
Allow fuzzy matching for potential duplicates detected in Admissions Portal
Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?