Removal of Analysis Code requirement on Item Invoice/AP Inbox
When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...
Restrictions required for inactive ledger accounts
Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Add School Name and other details to statements for club bookings
Raised by Jessica Kramer at Fosse Way Academy. Would like the statements parents can access for breakfast and after school club bookings to contain the school name, logo and Ofsted number, or the option to personalise the statements. Parents claim...
Viv Farnsworth
almost 3 years ago
in IRIS Parentmail
1
In Discovery
Adding additional lines to delivered orders when posting an invoice.
If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...
Ability to bulk produce and email the Purchase Commitment by Approver report
It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...