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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

Ideas

Showing 223 of 3586

Risk Reporting

Please may the All Risks and reviews report and the all risk items report be combined to ensure review comments can be pulled through to one report
Victoria Scranage 8 days ago in Every Compliance / Risk 0

Preview for attachments rather than downloading everything

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Guest 24 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Risk Heat Map Multi-Site

Please may you add the historical heat map data for our risk register at the MAT central site, not just at property level
Victoria Scranage 8 days ago in Every Compliance 0

Tick box to select live projects

As we create many projects for long term, allow a box on the central projects list to only view "Live" projects. This would allow us to not only see just those we need to centrally, but also manage overall costs, allocations etc
malc lucas 2 months ago in Every Compliance / Projects 0

The ability to download bulk emails from Ifinance

You can only see the body of the message sent and the attachment and can't download the email to be able to send it onto the debtor via another email chain
Guest 8 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

A select all to submit all invoices still awaiting approval.

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Guest 12 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Allow others to view messages sent with statements

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
Guest 17 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Archive at MAT Level

I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.
David Morris 9 days ago in Every Compliance / MAT Admin 0

include any responses that have been added to the issue

We use every compliance to raise issue for our site manager, when you download the reports, is it possible to include any responses that have been added to the issue?
Guest 6 days ago in Every Compliance 0

Item invoice screen refreshes to top after every time an invoice is resubmitted for approval

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...
Guest 12 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review