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Gathering Feedback - Allow allocations in a closed period

We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Risk Register Report - additional fields

Our auditors have highlighted that when running a report from the Risk Register it should include the following fields: the owner of the risk, description of the risk,gross score and residual score. Could this be included or could we have the opti...
Guest 5 months ago in Every Compliance / Risk 0

Trust contracts to share to multiple properties

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.
Angela Herbert 10 months ago in Every Compliance / Contracts 2

Change iFinance address fields so that they match iSAMS address fields

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Automatically resize attachments on the expense app

When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Bulk update Assigned to on Activities

We have recently had a member of staff leave. So on Every compliance activities, i will now need to update 50 activities one at a time to change the assigned to as their is no bulk way to update
Guest 5 months ago in Every Compliance / Compliance 0

Allow date ranges and ticket owners for All Issues.xlsx report downloads

Right now, downloading the All Issues.xlsx report from the KPIs menu gives you every ticket ever created for a category. When there are a large amount of tickets, the report is incredibly hard to manage, often crashing the spreadsheet software if ...
Guest 3 months ago in Every Compliance / Issues 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 10 months ago in Every Compliance / Issues 0

Active / inactive toggle on VAT codes

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

URL that always points to latest live version of document

It would be incredibly useful to be able to generate such a URL so I can direct a button on our website to a particular policy, and know that it would automatically update when a new live of the policy is uploaded to Every. I can see there is a wa...
Guest 3 months ago in Every Compliance / Documents 0