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Sort and /or search capability in Bank Feed transactions

When there are a huge number of transactions within the imported bank statement, it would be useful to be able to sort by value (low to high) within the whole feed or within a particular day. It would also be helpful to be able to search for a tra...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

EveryHR - Salary Additional Payments in a report

Payroll allowances report - This seems to be a limitation. I want to be able to run a report from report builder with allowance info in it. There is no way to add to excel reports in repot builder the additions and allowances of staff. The only wa...
Guest 8 months ago in Every HR / Employee - Additions/Deductions 1 Awaiting Review

Automated New Starter Tasks Assigned to the Employee

I would like to suggest an enhancement to the New Starter Tasks functionality within EveryHR. Currently, tasks can be assigned automatically to existing users based on settings configured within the system. It would be extremely helpful if this co...
Jack Wakeling 8 months ago in Every HR / Task Management 2

Enable Bulk Invoice Download by Date Range

Suggestion Description: Currently, the system requires users to select and download invoices cycle by cycle, which can be time-consuming and inefficient — especially when dealing with large volumes of records. I would like to propose a feature enh...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Search Option for Codes within Fee Billing Manager - Cycle View - Charge View

Some of the charge codes that have been set up by previous staff are difficult to find by scrolling as they aren't set up consistently. Would it be possible to have a search function to be able to more easily locate codes.
Guest 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Logging in securely

We have instructed our team to use the authenticator app when accessing Every to ensure the security of their information. I noticed that when logging in there is a link under the code box (for the authenticator code) that says "No app? Send email...
Maria Moir 2 months ago in Every HR / My Portal 0 Awaiting Review

Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Improved Reporting

At the moment the reports are very limited in Every. There's no date filter to pull data for specific date ranges, it's hard to get historic data from the system and the column options are limited. Plus there's issues with pulling data at a trust ...
Guest 11 months ago in Every HR / Report Builder 1 Good Feature

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Additonal Payements/Deductions

When trying to compile a report this area is not available to pick in Jobs. i wanted to runa report that showed me only those with the additional payments/deductions but currently this is not a field to be able to pick
Guest 4 months ago in Every HR / Report Builder 0 Awaiting Review