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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...
PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...

Ideas

Showing 346 of 3358

Notification on percentage when someone fails a test on Iris elearning together with a 'Failed, please complete this training again' message

I've had a number of staff emailing me to say that they have a message to say 'course completed' yet when they access their staff records the message is 'resume training'. I understand that this is when someone fails the test. Just as you receive ...
Guest 2 months ago in Every HR / Training & CPD 0 Awaiting Review

System Lock

It would be useful to be able to lock the system at a trust and school level while we use the importer spreadsheet. At the moment if a change is made to the system between downloading and importing this spreadsheet, the change gets overwritten on ...
Guest 2 months ago in Every HR / Workforce Census 1 Awaiting Review

Tick box to remove Boarding fees

Every year we have warning messages that the boarding term fees are zero. We are not a boarding school so it seems to make sense that if we tick a relevant box then these boarding term fees would not be looked at by the data validation report.
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Census Manager 0 Awaiting Review

Bank details

Can the bank details for an employee be moved to their personal information rather than the salary information? would save time with staff who have more than one role in the property.
Sheryl Newsom 2 months ago in Every HR / Employee - General 2 Good Feature

AP - add [Approval by / with ] column to item invoices dasboard

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Outlook Calendar Sync for Absence Management Team Calendar

improve visibility of absences by enabling integration between the absence calendar in the HR platform and Microsoft Outlook. This would allow approved absences to automatically appear in users’ Outlook calendars (i.e. a line manager), streamlinin...
Ioan Lee 5 months ago in Every HR / Absence Management 1 Good Feature

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Improvements around sensitivity on RTW form

Regarding a sickness absence and the RTW form that follows in EveryHR - We do need to ask whether an absence was pregnancy-related because, from an HR and legal perspective, these absences need to be recorded accurately. Pregnancy-related sickness...
Guest about 2 months ago in Every HR / Absence Management 0 Good Feature

Commas to denote thousands in numbers; when inputting numbers

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review