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
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
Exam candidate numbers visible in SEN Student Register
To be able to view exam candidate number in SEN student register either as a column on initial register student list and/or, within access arrangements section. Many access arrangements tasks require SEN info and student candidate number so it wou...
Remove the ability for school-level admins to archive MAT Admins at school level
To maintain the integrity of trust-based governance structures within MATs, I recommend removing the ability for school-level administrators to archive MAT Admins within the Every platform. Rationale:
Governance Hierarchy: MAT Admins typically h...
SEN Register - Import of Access Arrangements by Exam Code or as Global Arrangements
With the introduction of the flexible access arrangements and being able to assign those arrangements to specific exam codes, the current process of manually assigning by individual pupil and then having to find all the exam papers for which they ...