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
Change terminology - in this case "Detention" for "Reflection"
It would be useful to be able to change the terminology from "detention" to "reflection". We prefer to make it clear that this time is a period for mindfulness and reflection after a negative behaviour incident. Additionally, most of our students ...
Detentions // Assigning "Taken by" for a whole series of detentions
At the moment we can only assign who takes detentions one by one. Something that gets a little tedious when there's nearly 400 detention sessions over the course of a term. We have staff that are assigned to the same detention every week for a who...
We would like to be able to delete detentions. We've created detentions for the whole term in one go, but would like to delete the detentions created over half-term. At the moment we can only cancel them, but not fully delete them.
Payment Dashboard - Update the Payment Practices Report
Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...
Pupil profile photo to be included in the detention list and registers
It would be very helpful if the pupil's profile photo could be included in the "View detentions" and "manage detentions" tabs in Discipline manager. Staff taking the detentions may not be familiar with all the pupils, especially at the start of th...
Description column to be wider in Discipline Manager
The offence description column to be wider in Discipline Manager (we renamed to Detention Manager). Having is narrow when there is more free space makes it cumbersome to use. Being able to set size globally would be helpful