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Aged Creditors / Debtors Issue Docs

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.
Guest 4 months ago in IRIS Financials 0 Under Investigation

Bank Reconciliation Search

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.
Guest 4 months ago in IRIS Financials 1 Planned for a future major release

Bank Reconciliation Quick Search link

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.
Guest 4 months ago in IRIS Financials 0 Under Investigation

Supplier Refund

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.
Guest 4 months ago in IRIS Financials 0 Under Investigation

Payment Run Link

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run
Guest 4 months ago in IRIS Financials 0 Under Investigation

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 11 months ago in Every Compliance / Contracts 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 8 months ago in Every Compliance / Other 0

Concerns page displays actions and outcomes

When viewing all a specific pupil's concerns (Wellbeing Manager > Manage Records > Pupil Name > Concerns) it currently only displays details of the Concern; viewing details of all the actions and their outcomes is either time consuming (a...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 1 Awaiting Review

Connect Medical Centre Visits to Wellbeing Manager

It would be very helpful for us if indicators could be created for medical centre visits. This way, the head of sections wouldn't have to check the medical centre area separately but would be informed via the wellbeing manager indicator if a stude...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 Good Feature

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 12 months ago in Every Compliance / MAT Admin 0