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Be able to email chase letters

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...
Angela Herbert almost 2 years ago in IRIS Financials / Future development 0 Duplicate

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Include Nationality and Ethic Origin as Fields

An independent school has reported the system should include ethic origin as well as nationality as fields to support them with UK inspections.
James Pedersen 7 months ago in Every HR / Employee - General 0 Good Feature

Error posting notification

We have a lot of locations and all the business managers and finance teams have access to all locations, this is leading to posting errors, because all nominals appear at posting, is it possible to create an error message if the nominal is not mat...
Jamie Vincent about 3 years ago in IRIS Financials 4 Planned for a future major release

EveryHR - Training - When completing training early

if people have completed the training in advance of the expiry date and is unable to log it at the time it is completed due to system functionality. Is there a way this can be looked into? I.e. if a person completes early the renewal is set say 12...
Guest 7 months ago in Every HR / Training & CPD 0 Awaiting Review

Bank - Transactions

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Increase the number of characters allowed for a account in the Title field - Needed for Suppliers

When creating new suppliers (accounts) our users are having to shorten or cut off the supplier names in some instances due to the limit being set at 40 characters. The box itself is large enough to hold more characters so it would be great if this...
Becky Graham about 3 years ago in IRIS Financials 1 Planned for a future major release

Ability to Disable Self-Certification Emails

Request to toggle if the automatic self-certification email is sent to employees following sickness absence. This may not be a required process for some schools.
Ioan Lee about 1 year ago in Every HR / Absence Management 0 Already Present

Requesting and approval of training

A better way for employees to request training from a list of available courses either online or offline for this to go through an approval process, with an approval process to be signed off once the course has been completed.
Guest about 1 year ago in Every HR / Training & CPD 1 Good Feature

SCR - Shared Record data

Customer would like to have a feature where a shared SCR record can have certain data hidden, such as DOB and Address
Guest 8 months ago in Every HR / Single Central Record 0 Awaiting Review