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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 3 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 2 months ago in Every Compliance / MAT Admin 0

Connect Pennylane to Fee Biling

Have a direct connection to the accounting software, Pennylane for billing purposes.
Guest 19 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Automatic rollover date to change automatically

Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...
Guest about 1 month ago in Every Compliance / Contracts 0

Ability to set default email settings for new users

At the moment when new users are created (in our case usually automatically by being pulled through from EveryHR) it defaults to that user receiving no email notifications. Ideally we would want to be able to set some defaults so that, for example...
Guest about 1 month ago in Every Compliance / Compliance 0

Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 10 Good Feature

Documents

Adding a filter and search bar for documents. Like we have for Issues to be able to filter through documents easier incase of accessing files in an emergency.
Guest 27 days ago in Every Compliance / Compliance 0

Enable activities and issues to be assigned to user groups rather than one person

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...
Guest 4 months ago in Every Compliance / Issues 0

MAT Monitored filters

As a Trust, having multiple schools and multiple activities can be confusing. The compliance matrix does not pull through all of the MAT monitored activities therefore is not reporting correct data. My suggestion is that in the downloads for excel...
Guest 28 days ago in Every Compliance / Compliance 0

Feel Billing Contact Notes - link to Pupil Manager Contact Notes

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery