Skip to Main Content
SUBMIT IDEA

Clear

Ideas

Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 3 In Discovery

Performance - Objectives Mass Distrubution

The ability to distribute Objectives across performance records would be a great tool. Especially for Department Heads or CEOs that would like to subject SLT to the same consistent Objectives. Currently this has to be done per Performance Record
Lewis Hattan 9 months ago in Every HR / Performance 0 Good Feature

Trip payments (products) to also have option to add questions such as lunch options, consent

At the moment we add trips as a product but there is no option to add a question i.e what lunch would your child like, how will they be collected at the end of the day? I am having to add a product for the payment and then a survey to gather furth...
Guest 10 months ago in IRIS School Spider 2

Make Audit Log available for workflow approvals.

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Increased level of detail in expense claim reports when multiple items grouped to allow better and more accurate financial reporting

Current Issue: Self-service users of the Time and Expenses module can submit expense claims using general names such as "September 2025 expenses" and also may group multiple expenses (e.g., food, fuel) under one claim. This creates challenges for ...
Lucy Brighton 10 months ago in Every HR / Time & Expenses 1 Awaiting Review

EveryHR is currently generating Leaver Notifications for employees where a specific role is ending. We would only expect Leaver Notifications to be generated when an employee’s Employment with the Trust is ending. As this is causing confusion with Managers, concerned that an employee has been recorded as leaving the Trust, could you please investigate this and confirm whether this is due to the same bug affecting Leaver tasks that are now appearing?

EveryHR is currently generating Leaver Notifications for employees where a specific role is ending. We would only expect Leaver Notifications to be generated when an employee’s Employment with the Trust is ending. As this is causing confusion with...
Guest about 1 month ago in Every HR / Admin - General 0 Awaiting Review

Post Category on Sickness Absence

Is it possible for us to have 'post category' added on to the built in all absence instances report download please? The one that says if a staff member is support, classroom, leadership. Knowing how many teachers, support and leadership are off s...
Guest 2 months ago in Every HR / Absence Management 0 Awaiting Review

When adding a new employee, within the Job Information page, can the Property Arrival Date be automatically populated from the Start Date, as these are usually the same. (I don’t know if this has changed recently, however, I know in the past when adding an employee who is due to start on a future date, the system didn’t allow you to enter a property arrival date at that point, so then it’s a case of having to remember to go back and enter a date in the property arrival field, as that does come up as a WFC error.)

When adding a new employee, within the Job Information page, can the Property Arrival Date be automatically populated from the Start Date, as these are usually the same. (I don’t know if this has changed recently, however, I know in the past when ...
Guest 10 months ago in Every HR / Employee - General 1

Retention period

Please can you look at introducing retention period for leavers to ensure compliance with GDPR
Guest 5 months ago in Every HR / Employee - General 0 Good Feature