Ability to send forms to staff to complete in the upgraded version
Before the upgrade we would send out lots of forms to staff in the September via ParentMail, such as Declaration of Business Interests, Safeguarding declarations. Our templates are still there but we are unable to send them to staff as that featur...
To export a report of parents not yet registered to the portal
We have 1,500 students and I can see in the Student Manager the column "PPS" - showing which parents have accessed the portal. However, i cannot select the column and filter to the parents that haven“t accessed the portal. Which means I have to go...
Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3
We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest
about 2 months ago
in IRIS Financials
1
Planned for a future major release
Cloud Parent Portal - Ability to change terminology
It would be good to be able to change some of the terminology that is being used in the new cloud parent portal. For example, on the student widget on the dashboard for a logged in user there is a button labelled 'Discipline'. We are not keen on t...
Currently users of the Cloud Parent Portal will see the attached options when they login to the portal for the first time. Schools will not necessarily use all/any of these notification channels, so these options will be misleading for parents. Pl...
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
3 months ago
in IRIS Financials
0
Planned for a future major release