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Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Change iFinance address fields so that they match iSAMS address fields

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Moving employees from one property to another

The option to copy an employee who has moved to another property within the Trust. I understand old records need to remain for Workforce census, but moving them or copying them would be helpful.
Sheryl Newsom 16 days ago in Every HR / Employees 0 Good Feature

Removal of expired courses

it would be useful for expired courses i.e. KCSIE 2024 could be deleted from the central course library, regardless of staff completing the course.
Sheryl Newsom 16 days ago in Every HR / Training & CPD 0 Awaiting Review

Archive users

I would be useful that when staff leave and are archived that they can be automatically removed from the user groups they were allocated to.
Sheryl Newsom 16 days ago in Every HR / Employees 0 Good Feature

Two way data sync with Arbor

Allow any changes made in Every HR, from absences, contract changes and address changes, to be synced back into Arbor. Any changes to Arbor to be reflected in Every HR after the initial sync.
Guest 2 months ago in Every HR / Other 1 Awaiting Review

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Summary - All Employees from Trust level

The option to be able to view the data behind the tiles on the summary page for 'Employees records/ New employees/employees leaving/number of job roles etc. from the Trust level employees summary page.
Sheryl Newsom 18 days ago in Every HR / Employees 0 Awaiting Review

Tracking system for support tickets raised

A tracking system for ticket raise for support. Currently not always notified when ticket have been completed and issues have been resolved.
Sheryl Newsom 18 days ago in Every HR 0 Awaiting Review

Amending supplier bank details without the rest of the Admin functionality

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?
Guest 18 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review