In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman
almost 2 years ago
in IRIS Financials
4
In Development
Document Emailer - Automate PO sending when approved
Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications
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...
Create one form to use across multiple sites instead of creating one for each site.
When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.
As a school we use forms all the time, however we cannot schedule them and parents complain that they missed out on opportunities because it was during their work hours (which is also our work hours) - scheduling forms would help this issue!!
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.
4
In Development
0
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