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.
Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.
Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again
Guest
2 months ago
in IRIS Financials
0
Planned for a future major release
Ability to delete review forms and performance records
Currently there is no way for customers to delete performance reviews or performance records. This results in tickets having to be logged every time something is allocated in error
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