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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

Ideas

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Case Managment - PDF bundle document pack

The option to download all documents related to a case as bundle rather than individually. Would also be nice to have the option as to what to include in the bundle rather than just all the docs depending on recipient.
Guest 1 day ago in Every HR / Case Management 0 Awaiting Review

Time and expenses four decimal places

The calculation of amount claimed for a time claim to be done to two decimal places. When calculating the amount claimed this has increased due to the four decimal places. If this is calculated to two decimal places the amount claimed is correct.
Sheryl Newsom 1 day ago in Every HR / Time & Expenses 0 Awaiting Review

Notifications - Weekly updates

Can notifications to staff for the weekly updates only be sent when they have a task outstanding. Staff do not need to be notified that they have 'no outstanding activities'. Surely more relevant if they have outstanding tasks to complete?!
Sheryl Newsom 1 day ago in Every HR / Employee - General 0 Awaiting Review

Combine Time Claims and Timesheets

Could the features of these two methods to claim payment for additional hours worked be combined. They seem to ultimately be for the same or similar purposes, but each works ever-so slightly differently. It would be great if these could be combine...
Guest 6 days ago in Every HR / Time & Expenses 0 Awaiting Review

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 15 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Re-routing Approval when Line Managers are absent

When a Line Manager is absent, such as on annual leave, it would be helpful if they could re-route any approvals, that normally go to them, to another staff member (eg their deputy or another Line Manager). That way, if a team member requests holi...
Carmel Hopkins 6 days ago in Every HR / Absence Management 1 Awaiting Review

Users with multi‑layer approval workflows cannot easily identify where approvals are stalled, prompting a need for at‑a‑glance visibility of who an approval is awaiting and optional automated reminders to prevent delays and missed payroll cut‑offs

Users who have a multi layer approval process implemented cannot see at a glance where an approval may be awaiting action. Users are required to click into each unapproved time and expenses sheet, to see where in their internal process this may be...
Lucy Brighton 6 days ago in Every HR / Time & Expenses 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 4 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 4 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Alphabetical Sorting for “Reason for Absence” Dropdown in Request General Absence

Currently, the list of options in the “Reason for Absence” dropdown within Request General Absence is not sorted alphabetically. This makes it harder and more time‑consuming for users to find the correct absence reason, especially when the list is...
Anil Patel 13 days ago in Every HR / Employee - General 0 Awaiting Review