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
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
Show Room Name on Student Timetable rather than Room Code
Although we add a key to the room codes for students, they never read it, and still ask us every year what room is such and such code. It would just be so helpful if the room name showed on their timetables under the Location heading.
Notes about access arangements are now added specific to a category of access arrangement. However, the new Candidate Arrangements Export report has a single row per pupil with all the notes lumped together as one. The export would be better if it...
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 ...
We would like a few selected users to have full access to Email Manager, to enable a corporate approach to our email templates. However, my understanding is that we can't grant this without giving them full access to Control Panel, which we don't ...
Adding in a feature where you can email GCSE and A Level results to students on results day - set up to send at 8am for example. This would reduce the margin of error of emailing students their PDF prints of their results and significantly reduce ...