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
2 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
In the future can we look to discuss and implement a way to convert TOIL to GA/Sickness absences. Can we also look to block TOIL requests for certain employee's.
Allow staff leaders to see group absence calendar for all direct reports (not just those in the same team)
Currently if someone is in a team they can be given permissions to see the absence calendar for other members of the same team, however this won’t allow them to see a team calendar focussing on absences for any direct reports (staff they line-mana...
At REQ Stage to carry forward attachments to PORD stage
At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...
Ability to attach a file upon creating a document via Document Input.
Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...
When punching back into to IRIS after creating an order via E-procurement users are required to complete nominal and account numbers for every individual line. Unlike in the IRIS ordering screen you cannot even copy the line above. Would it be pos...