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Copy Checklist to use as template

Being able to duplicate an exiting checklist as a template would speed up the creation and consistency of format and layout, particularly where a MAT is using checklists extensively
David Morris 6 months ago in Every Compliance / Compliance 0

Tick box on compliance Matrix

having a tick box on the compliancy matrix so when setting up new schools and adding the Activities, You can tick the activities you needed rather than going though each one, 1 at a time
stephen Thornley 9 months ago in Every Compliance / MAT Admin 0

Critical Improvements to the VAT Audit Trail Report

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 5 Awaiting Review

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 about 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Fixed Assets Register Integrated into AP Ledger

We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 3 In Discovery

Select All & Post from Item Invoices Listing

We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Export all activities assigned to a specific person

It would be extremely useful to be able to export all activities that are assigned to a specific person or team. The 'Audit User Report' is not effective
Guest 6 months ago in Every Compliance / Admin 0

Compliance activity to be frozen

Freeze the activity part to the compliance so when you move the bar across the bottom you can still see the activity
Guest 10 months ago in Every Compliance / Compliance 0

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

Raise an Issue by email.

This request is for a way to email new issues directly to the system. We would need a way to generate an email address for each of our 'properties', along the lines of sv5eftu4sdfgs.s6vsuB3@every.education Anyone who sends an email to that addres...
Guest 10 months ago in Every Compliance / Issues 1