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Unable to undo allocation from a document on a payment run Unable to properly process refunds
Guest 11 months ago in IRIS Financials 2 Will not implement

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 11 months ago in Every Compliance / Incidents 0

IMPORT Set NAME in the same template as CODE so they can be different

ALL you need is another column called SET NAME in the import template. It's an excel spreadsheet... A code is NOT a name. This should be very simple to action, the fields are in the same place and negates the need to auto populate the code. IF a s...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery

Documents Module - Allow for a report to show the NAME of the documents which staff have and have not read across the school

Within the Documents module, we would request that there is a report built to allow for the Admin team to review the name of the document item and which staff have and have not read this for all documents across the school.
Guest 11 months ago in Every Compliance / Documents 0

Confirmation of Payee Report

How can we see a report of Suppliers which bank details haven't yet been verified. Would've thought this may have come under the Supplier List Report but it doesn't show this.
Guest almost 2 years ago in IRIS Financials 1 Development Complete

Payment Title for BACS Payments

Can the account title on the media files to be imported to the bank use the Payment Title rather than the Account Title for Lloyds Link files? At the moment, some of our payments are rejecting because the account title is incorrect - the BACS file...
Guest 5 months ago in IRIS Financials / Future development 1 Under Investigation

Timetable Export fields

Using the Timetable Export feature in Timetable Manager is would be very useful to be able to select the fields you wish to export.
Nicholas Perry over 2 years ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 In Discovery

User friendly cloud based system

More user friendly cloud based system in line with Xero / Quickbooks or a system that could integrate with others ie. Dext.
Louise Harris 6 months ago in IRIS Financials / Future development 1 In Development

Transactions should not be able to be cancelled in a closed period

Users are able to cancel a document even if the period has been closed. This should not be possible.
Louise Harris 6 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Be able to create Checklists in contracts to record items that need returning to supplier

Be able to create a Checklists in Contracts module to enable the customer to record items that need returning to supplier. Similar to in Activities.
Angela Herbert 11 months ago in Every Compliance / Contracts 0