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Default nominal code on supplier accounts

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
Guest about 2 years ago in IRIS Financials / Future development 1 Planned

Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Angela Herbert over 1 year ago in IRIS Financials / Future development 0 Duplicate

Document approval

The guides do not explain to a user the different between and approve and amendments suggested process. We have more than one approved and if someone suggests an amendment it deletes the whole policy. This is time consuming and a waste of time as ...
Guest 7 months ago in Every Compliance / Documents 0

Additional column for Incident and reports in global search area

In Multi-Site Global Search when using the Incidents Tab, the table does not show the Sub-Status , is possible to enable this. Also is it possible to create a incidents report when using Multi-Site Global Search, the Reports Tab dropdown menu does...
Guest 7 months ago in Every Compliance / Global Search 0

Ability to have read percentages effecting risk RAG scores

Wish that you could have the option of the read percentages to impact risk scores. eg if a document linked is 100% read then we take a 'treated' score, where as anything lower eg only 70% of staff have read it, we would take the untreated score. i...
Liv Malthouse about 1 year ago in Every Compliance / Risk 0 In Discovery

Checklist Allocation

Unfortunately, there isn’t currently a function to map checklists to schools directly from MAT level they would need to be created at each school level individually. A possible workaround is to add the checklist to a MAT‑level activity and then ma...
Guest 7 months ago in Every Compliance / Business 0

Make updated agent's registered address to apply to all clients

There should be an option such that a change in the registered office of the customer will automatically update for every individual client
Guest 7 months ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Calendar Manager Layout

Please could the layout of the Calendar Manager be changed to make it more user friendly? It looks very clunky and at a glance is very hard to navigate. Please could there be the option to change the layout to look like a more traditional calendar...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Calendar Manager 0 Good Feature

include any responses that have been added to the issue

We use every compliance to raise issue for our site manager, when you download the reports, is it possible to include any responses that have been added to the issue?
Guest 7 months ago in Every Compliance 0

Multiple issues and assets statistics

This is only for users with administrator privileges on Every Compliance: It'd be nice if there was an easy and straightforward way to display/export a report showing the number of tickets closed per user, per category, who logged the most tickets...
Guest 7 months ago in Every Compliance / Admin 0