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...
Integrate Search Filters with Registration Manager Module
When setting up search filters in the Student Registers module, you can select which modules you can use these search filters in. This list includes Pupil Profiles and the Medical Centre module. It would be great if the Registration Manager module...
Could Delivery Addresses be added into Financials instead of being held in Distribution? Could the access to these be easier to understand, currently users need access to the Z Nominal which is easy to forget as it's not a 'real' nominal
Guest
9 months ago
in IRIS Financials
1
Planned for a future major release
Could we remove the 'x' on the RDP? Users use this to 'log out' but then get issues with their log in staying connected, which leads to further issues logging in. Could we just remove the option, to prevent this?
Could we make Importing more accessible? Instead of having to find a DTT through file explorer, could the system have them 'pre-loaded' and so we can select from a list instead. E.g. Open Importer - Select file you are trying to import from the li...
Can Duo be set up within Self Service, instead of needing to be requested through support? Also to show users who have been set up for this (enabled/disabled)
Allow filtering/searching of applicants based on fields held within a Student Register. Much as can be done within Pupil Manager or elsewhere. Without this is very much limits what can be done with Student Registers for admissions.
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
When clicking a star in Pupil Manager - land on the Register vs the Screening Page so teachers have relevant info.
In the previous SEN Manager, teachers were able to click on a star in their class list and view immediately the overview of the student's SEND. Now, they land on a screening page, instead of having the support info they need in a single click.
To be able to run a report on a parent to see what messages they have opened and what they haven't as currently we can only do it by individual message or see the last 3 messages sent to them.