Ability to create custom fields on Medical Centre records, i.e. Diary entries or Condition records
It would be really helpful if we had the ability to create custom fields on Medical Centre records i.e. Diary entries or Condition records, similar to how we can in Pupil manager.
Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.
When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
To have the ability to log people out from Active Session screen
Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
Angela Herbert
about 3 years ago
in IRIS Financials
0
Under Investigation
MTD types in analysis fields of VAT Account, could it also put this on the docs inside the vat account? Gives easy access to confirm when a document has been included in a VAT return
Guest
9 months ago
in IRIS Financials
2
Awaiting Further Feedback
Help option when you select a function or go to complete a transaction it will then attach the help to guide.
If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Diary - Be Able to Add Custom Fields / Have Template
When you add a Diary, the Medical Team would like to standardise what information should be entered as a minimum. They would like this done either by: Adding Custom Fields Having the Reason field (text box) be populated with certain questions so t...
When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent
about 3 years ago
in IRIS Financials
2
Planned