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Have a link to HR that can work out shift patterns and allocate the correct person to an activity by whether that person is on shift that day

Have a link to HR that can work out shift patterns and allocate the correct person to an activity by whether that person is on shift that day/time. The customer would like it so that the activity gets allocated to a person currently and if that pe...
Angela Herbert 4 months ago in Every Compliance / Business 0 In Discovery

Report to highlight outstanding documents due back from Suppliers

The customer wanted a report to highlight outstanding documents that are due back from Suppliers but havent been received yet and a facility to send reminders to supply them
Angela Herbert 4 months ago in Every Compliance / Other 0 In Discovery

Add additional field into the suppliers form

The customer wanted the facility to add additional fields into the suppliers form.
Angela Herbert 4 months ago in Every Compliance / Other 0 In Discovery

Be able to set a Supplier as being on STOP

Be able to set a Supplier as being on STOP. Suggested workaround was to archive them or change their name to being for example "STOP - abc ltd"
Angela Herbert 4 months ago in Every Compliance / Other 0 In Discovery

Within Contracts module have a selection option for budget & ledger codes

Within Contracts module have a selection option for budget & ledger codes that would allow the user to select codes and ledgers as appropriate ie a settings option maybe
Angela Herbert 4 months ago in Every Compliance / Contracts 1 Reviewed

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add a search by 'Offer Type' to Custom Search options in Admissions module

Please consider adding an additional search option for 'Offer Type' in the Custom Search tab of the Admissions module, probably under Miscellaneous Search Options. At the moment we have to use Query Builder every time, but it would be far more hel...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 3 Awaiting Review

Budget holders access to all suppliers

Can we restrict the budget holders to only being able to see certain suppliers? I would want a budget holder only to see the suppliers allocated to them plus certain general ones such as stationery and Amazon. I do not want a budget holder to be a...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review