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Incidents - could there be a drop down to add the Head of department and a notification sent to them when a incident is logged?

Incidents - could there be a drop down to add the Head of department and a notification sent to them when an incident has been logged
Emma Robinson 5 months ago in Every Compliance 0

Incident report - pulling of all data fields

The reports in the incident area are limited - can there be a report where it pulls data from all the fields, so I can filter what I need etc.
Emma Robinson 5 months ago in Every Compliance / Incidents 0

Longer descripton field on invoices

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson about 3 years ago in IRIS Financials 3 Awaiting Further Feedback

Cancelled bacs run too complicated in Version 7

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...
Guest over 2 years ago in IRIS Financials / Future development 0 Development Complete

Change location on invoice entry screen easier

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...
Guest almost 2 years ago in IRIS Financials / Future development 1 Awaiting Further Feedback

Enable more fields in REST API

Currently it is frustrating to use the REST API, only to find that the field we are looking to review / update is not an available end point. Can you look into making it consistent which fields are available in the same screen. For example, in the...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / REST API 2 In Discovery

Ability to set default email settings for new users

At the moment when new users are created (in our case usually automatically by being pulled through from EveryHR) it defaults to that user receiving no email notifications. Ideally we would want to be able to set some defaults so that, for example...
Guest 10 months ago in Every Compliance / Compliance 0

Allocations

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.
Guest 10 months ago in IRIS Financials 1 Under Investigation

Removing the option of completed - awaiting documentation

You should be able to, as MAT admin be able to turn this feature off, or if it is used then the activity should show in a completely different colour on the matrix.
Guest 10 months ago in Every Compliance / Business 0

Creditor / Debtors - add TB onto report

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end
Guest 10 months ago in IRIS Financials 1 Under Investigation