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Stop using XLS

I have been told iFinance outputs reports as XLS and only accepts imports as XLS files. Please can we move on to XLSX files as Microsoft are tightening up on the use of them and they pose a security risk. We automatically quarantine XLS files now ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 4 Awaiting Review

Managers to submit overtime on employee behalf

Option for managers to log time sheets on behalf of an employee. Some users of Every HR are not used to using computers so being able to input time claims on another users behalf would be useful.
Guest about 1 year ago in Every HR / Time & Expenses 1 Good Feature

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...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Automated return of deposit on leavers final invoices

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Allow recruitment questions/forms to be designed at trust level and pushed down to all properties.

We only have 2 schools and a central team, but the questions/form designs will be the same for all. Currently we have to manage setting up questions and forms for all properties separately. For trusts with 10+ properties the process needs to be re...
Guest 7 months ago in Every HR / Recruitment 0 Awaiting Review

Allow online shortlisting of candidates by the recruitment panel assigned to each vacancy without giving access to edit vacancy, edit candidate form responses, or see sensitive details.

We would like to use the Every HR platform to manage the recruitment process online from beginning to end, including allowing leadership/other staff to access a restricted view of the vacancies they are on the panel for, to help with shortlisting ...
Guest 7 months ago in Every HR / Recruitment 0 Awaiting Review