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
4 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
Track Approval Details for Future Leave Requests Submitted via the Parent Portal It would be very helpful if future leave requests submitted by parents through the Parent Portal showed clear information on who approved or rejected each request. Th...
It would be beneficial if the Cloud Portal's configured branding and colour scheme could be preserved when a user's browser or device is set to dark mode. At present, enabling dark mode causes the configured Cloud Portal colours to be overridden, ...
Benefit anyone who wishes to extract information from Every. Example of 2 things that would be useful: Export of all issues and details to allow reporting in Excel/PowerBI Export of compliance matrix or compliance items to allow for reporting
0
Awaiting Review
