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PINNED Gathering Feedback - 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...
PINNED Gathering Feedback - 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...

Ideas

Showing 282 of 3552

Service Level Agreement Tracking (Within Issues)

One key limitation of the issues tracking module is a lack of being able to monitor each ticket against an SLA. It would be helpful if an SLA could be assigned to each ticket which shows a countdown of time remaining to allow closer monitoring, pr...
Guest 2 months ago in Every Compliance / Issues 0

Mark as Read for Staff

We would like the ability for Admin users to mark items as read on behalf of other staff. This would benefit as staff have to reconfirm they have read a document if we have uploaded a new version, for instance, a formatting change or a single word...
Guest about 1 month ago in Every Compliance / Documents 0

Incidents - a way to notify parents

My customer today (The People's Trust) currently use Arbor to send parents notifications of incidents involving their child. They would like a way for Every Compliance to also do this ie download a report that they can then email the parent or hav...
Angela Herbert 2 months ago in Every Compliance / Incidents 0

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Activity Completion

Once completed an activity return to the page where all activities are listed rather than staying on the completed activity page
Guest about 1 month ago in Every Compliance 0

Debtor Transaction Allocation Option

Importing Bank statements automates the process to an extend. However, this currently still leaves the problem that Receipts are not allocated to transactions. This, in turn, has a severe impact on the age analysis. One option is to have the syste...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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 over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Payment Gateways

Hello, Please can you reinstate WorldPlay. Thank you Kind regards Alicja
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review