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A report in Contracts that can be filtered to show criteria ie >£100K

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K
Angela Herbert 9 months ago in Every Compliance / Contracts 0

Drag and drop capability iFinance

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 3 Awaiting Review

Customer/Supplier Transaction Default Filter to All Transactions

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Raise an Issue by email.

This request is for a way to email new issues directly to the system. We would need a way to generate an email address for each of our 'properties', along the lines of sv5eftu4sdfgs.s6vsuB3@every.education Anyone who sends an email to that addres...
Guest 9 months ago in Every Compliance / Issues 0

Remove the ability for school-level admins to archive MAT Admins at school level

To maintain the integrity of trust-based governance structures within MATs, I recommend removing the ability for school-level administrators to archive MAT Admins within the Every platform. Rationale: Governance Hierarchy: MAT Admins typically h...
Guest 9 months ago in Every Compliance / MAT Admin 0

Fixed Asset detail

It would be useful to be able to run a report where you can choose an asset and then show all activity against it ie the breakdown from cost to net book value
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Report Manager > Bespoke > Budget Holder by Approver

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

User Login Report

It would be good to see which users log onto Every and which dont. I know that you can see per user, but with schools that have around 100 staff, going into each user report isnt do-able. It would be good to have a page / table that shows all user...
Guest 7 months ago in Every Compliance / Admin 0

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Email Alerts for issues to multiple people based on Category

Being able to allow mulitple emails to be linked to an issues category, so when the issue is logged multiple alerts can go out.
Guest about 1 year ago in Every Compliance / Business 0 Awaiting Prioritization