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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 about 1 year 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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 4 Awaiting Review

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 11 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Removal of expired courses

it would be useful for expired courses i.e. KCSIE 2024 could be deleted from the central course library, regardless of staff completing the course.
Sheryl Newsom about 1 year ago in Every HR / Training & CPD 2 Good Feature

To accept 6 digit TRN numbers for Scottish schools

Currently, Every HR only accepts 7-digit Teacher Reference Numbers (TRNs), in line with the guidance provided by the Department for Education. However, teachers in Scottish schools are issued with 6-digit TRNs, which means their reference numbers ...
Guest about 2 months ago in Every HR / Employee - General 0 Awaiting Review

SCR - Checks

Could you kindly provide an update on whether a ‘not applicable’ option is being considered for the dropdown menus on the EveryHR SCR module? Ensuring that all checks are clearly reflected on the SCR—including those that were not relevant at the t...
Guest about 1 year ago in Every HR / Single Central Record 3

HR Notification of any type of leave approval

Would it be possible to receive a notification email to our HR inbox whenever any type of leave has been approved by a line manager?
Guest 5 months ago in Every HR / Absence Management 0 Awaiting Review

Mapping permissions groups

Ability to map permission groups, set at Trust level, to each individual school would save hours of time. At present every school has to have them set up individually.
Guest about 2 months ago in Every HR / Trust Overview 0 Awaiting Review

Performance Records

It would be useful to have more than one appraisal cycle running at once. This would allow the old records to be viewed and closed properly without starting all over again with a new record in the new cycle. Either that or records can overlap.
Guest about 2 months ago in Every HR / Performance 0 Awaiting Review

Feel Billing Contact Notes - link to Pupil Manager Contact Notes

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery