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VAT In Purchase Ledger

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Flagging of inactive tickets

I would like to be able to set a timescale once a ticket is created for action to take place, so say after a set time period whether thats days or weeks a flag is created by the issue to highlight the lack of actions
Guest 9 months ago in Every Compliance / Issues 0

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Change category on Activity at Mat Level and push out

In the 'Edit Activity Details' window that appears when making changes on the mapping screen, the category should be an option, so that I can change this at every site with one action, rather than having to change in each individual school.
David Morris 6 months ago in Every Compliance / Compliance 0

Company logo in new user interface IQ

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Allow date ranges and ticket owners for All Issues.xlsx report downloads

Right now, downloading the All Issues.xlsx report from the KPIs menu gives you every ticket ever created for a category. When there are a large amount of tickets, the report is incredibly hard to manage, often crashing the spreadsheet software if ...
Guest 3 months ago in Every Compliance / Issues 0

Mandatory Document Attaching

Enable a function that makes attaching documentation mandatory to selected Activities, and not allow completion until attached.
David Morris 6 months ago in Every Compliance / Compliance 0

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

URL that always points to latest live version of document

It would be incredibly useful to be able to generate such a URL so I can direct a button on our website to a particular policy, and know that it would automatically update when a new live of the policy is uploaded to Every. I can see there is a wa...
Guest 3 months ago in Every Compliance / Documents 0