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Option to make it compulsory to upload a document for a particular issue category

We have a category 'Events' and for that we want a form completed giving lots of details about the event so that it covers everything from furniture setups to letters required and refreshments needed. If a user selects the category event we want i...
Guest 17 days ago in Every Compliance / Business 0

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 6 Awaiting Review

Remove modules not purchased from side navigation

Please can you remove modules that have not been purchased from the side navigation on the left
Guest 5 months ago in Every Compliance / Other 0

Pull through more information from iSAMS to iFinance

Enable more information to be pulled through into iFinance. For example, Pupil Name, Relationship Type, School Name, whether on direct debit etc.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Awaiting Review

Audit Trail re activity sign off across multi-site

Audit trail to easily identify where an admin has signed off activities across multiple sites.
Guest 2 months ago in Every Compliance / Compliance 0

Duplicate Invoice Number checks POIN against PI

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
Guest almost 2 years ago in IRIS Financials / Future development 3 Development Complete

Title of schools in compliance matrix table page

Hi, Please could you build into the compliance matrix that when you school down the names of the schools on top come down with the page? As a regular user i spend ages going up and down to see which site the columns are for.
Guest 4 months ago in Every Compliance / Multi-Site 0

Approval on Journals

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

GL Code Deactivation

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Copy and Paste Sections on checklists

I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...
Guest 11 months ago in Every Compliance / Compliance 0