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Fetching Opening Balances from iFinance for Fee Bills

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Ability to report on cost centres and nominals as custom fields

Customer is integrated with Dataplan and has set up cost centres and nominals as custom fields which pull from the financial codes section within Admin - Main Settings. We need to be able to report on these fields. There is no way from Every to ru...
Guest 10 months ago in Every HR / Payroll - General 0 Awaiting Review

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

Bulk Cancellation of Leaver Direct Debits

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Shift Pattern on the Employee directory

It would be a good if employee working patterns were visible in the directory. This would allow staff to quickly check who is scheduled to be in on a given day, if they have the right permissions.
Ioan Lee 11 months ago in Every HR / Employee - General 1 Good Feature

It may be worth reviewing a colleague’s absence record, as time off for antenatal appointments has been recorded as General Absence – Pregnancy Related Absence, which appears to have reduced her overall attendance percentage. As these are authorised absences, they should not negatively impact attendance averages.

It may be worth reviewing a colleague’s absence record, as time off for antenatal appointments has been recorded as General Absence – Pregnancy Related Absence, which appears to have reduced her overall attendance percentage. As these are authoris...
Guest 4 months ago in Every HR / Absence Management 0 Awaiting Review

Rule sets for absence reasons

Being able to set a limit on the number of general absences requested based on the absence reason. EG - 4 dental appointments in year, 5 child care days a year. etc, with an alert once this limit is met. And perhaps automatically overriding the "P...
Guest about 1 year ago in Every HR / Absence Management 1

Automated Direct Debit update

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 In Discovery

Limiting the General Absence Reason List by Staff Type

The approval process for Teaching, Non-Teaching and Prep School general absences differs so we have had to triplicate the reasons. Because the list is not alphabetically sorted (I'm pretty sure they used to be), staff have to trawl through a list ...
Imran Gulma 7 months ago in Every HR / Absence Management 1 Good Feature

Ability to Set a Primary Job Role Instead of Default Alphabetical Ordering

In Every, the job roles displayed in My Portal > My Profile are automatically ordered alphabetically. This can cause confusion for users who have future‑dated roles added to their account. For example, if a role starting in September 2026 begin...
Anil Patel 7 months ago in Every HR / Employee - General 1 Good Feature