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Importer Summary Info to display Document Number

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.
Kerry Moore about 18 hours ago in IRIS Financials / Future development 0 Needs review

Trust User group Permissions

Coming off the back of JIRA - HR-10653This is being requested as a design improvement For example if you:Option 1 - Log in and begin from the school level and then click into Trust Overview - MAT Admin - central user groups. Reviewing the permissi...
Guest 3 days ago in Every HR / Trust Overview 0 Awaiting Review

Detail enquiry Location filter

Hi In Version 6 there is an option to add the Location Column in any of the detail equiries and favourite reports. This is not available in version 7 and so unable to provide the accountants with the Trial balance by Location and have to use versi...
Sarah Durose 8 days ago in IRIS Financials / Future development 0 Needs review

Allow schools to choose when training reminder emails are sent

Staff currently receive automated reminders about incomplete training at around 3am each day. Please add an option for administrators to choose the time these emails are sent, such as 8am, so reminders arrive during working hours and avoid disturb...
Guest 11 days ago in Every HR / Training & CPD 0 Awaiting Review

Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest 16 days ago in IRIS Financials 0 Needs review

Duplicate Invoice Number checks POIN against PI

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
Guest almost 2 years ago in IRIS Financials / Future development 3 Development Complete

Allocation Screen

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process
Guest 6 months ago in IRIS Financials 0 Under Investigation

Prevent Users from being able to ammend userID

Currently, all users in Every can change their ID without triggering a notification or approval. This has lead to customer concerns. Is it possible to create a permission or a setting that can allow Main Users/Admins to grant the ability for users...
Guest 8 months ago in Every HR / Admin - General 0 Good Feature

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman almost 2 years ago in IRIS Financials 4 In Development

Document Emailer - Automate PO sending when approved

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications
Guest 8 months ago in IRIS Financials 3 Planned