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Reminders for Issue due date

Enable an email reminder scheduled on the date of an issue "Due date"
Bradley Allen 10 months ago in Every Compliance / Business 0

AP - Admin functionality to change Supplier after PO has been approved

We have created a supplier on our system called credit card orders to cover the one off purchases on the credit card. We have come across a number of instances where the suppliers payment method in the purchase order (PO) is different from the inv...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Every Compliance - Document - reminders user statistics report

Currently the document - send reminders - user statistics report will show documents that are awaiting to be read for staff who have access to different properties despite not having any documents to read at this specific property.
Guest 5 months ago in Every Compliance / Documents 0

Bank Payment File Settings Profile for Natwest Bank BULK Payments

Natwest bank have a bulk template import and you do not have a bulk payment download This option>> 39. NatWest Bankline Standard Domestic Payment (.TXT) << produces multiple single line payments and multiple contras on Natwest Bank sta...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Purchase Ledger VAT Batch

We were able to enter a batch purchase ledger invoice where the net and VAT were the same amount. There need to be controls so that this is impossible. The VAT code should determine the parameters but currently you can overwrite anything. For VAT ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 4 Next

Batch Invoice description to show as entered in the purchase ledger supplier account

when you process an item purchase invoice the description entered is only viewable in the general ledger. In the purchase ledger and supplier account it shows as the account name/invoice number/value. When processing a batch purchase invoice the d...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Email from the new workflow approval system looks to come from recipient

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Hide notes in issues

Please can you add the ability to hide notes from the ticket reporter, as we use this to track the job with contractors but wouldn't seem beneficial to add the employee into these.
Guest 5 months ago in Every Compliance / Issues 0

API Access for reports

Benefit anyone who wishes to extract information from Every. Example of 2 things that would be useful: Export of all issues and details to allow reporting in Excel/PowerBI Export of compliance matrix or compliance items to allow for reporting
Guest 5 months ago in Every Compliance / Other 0