Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.
Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.
Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again
Guest
2 months ago
in IRIS Financials
0
Planned for a future major release
Allow on screen viewing of uploaded pupil documents without downloading.
Allow on-screen viewing of uploaded pupil documents without downloading them. This would keep sensitive documents secure within iSAMS and not lying around on users PC's
When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.
I need to send out emails to all of our new pupils previous schools to send out safeguarding forms for them to fill and it would be so much easier if I could send the emails from the admissions portal as we often have children coming from the same...
Facility to create additional fields within the Every business activities.
If there was an option to create additional fields, for example activity specific instructions, sequence of works or any other relevant information, this could make the delivery of the activity more efficient.
Please can there be an option to supress duplicate emails when there are no student merge fields in an email, so that parents don't get the same email multiple times for each of the siblings?
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Awaiting Review
