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HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest 11 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Excluding Supplier from Approval in PL

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...
Guest 5 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Trust-wide reporting of cases with complete audit trail

The system is useful in that it is possible to create cases with complete audit logs and user notes, as well as uploading documents to the system. However, it would be a significantly useful tool for users to be able to pull reports at a school (e...
Guest 5 days ago in Every HR / Case Management 1

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest 6 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

General Absence Triggers

A trigger that includes instances of general absences
Ioan Lee 6 days ago in Every HR 0 Good Feature

Shift Pattern on the Employee directory

It would be a good if employee working patterns were visible in the directory. This would allow staff to quickly check who is scheduled to be in on a given day, if they have the right permissions.
Ioan Lee 6 days ago in Every HR / Employees 0 Awaiting Review

Show who is logged into the system

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

SCR - Checks

Could you kindly provide an update on whether a ‘not applicable’ option is being considered for the dropdown menus on the EveryHR SCR module? Ensuring that all checks are clearly reflected on the SCR—including those that were not relevant at the t...
Guest 27 days ago in Every HR / Single Central Record (SCR) 2

System to total up hours on time claims and send notifications

Please could the system total up the hours when submitting a time claim. Currently, the start and end times are entered, but the total time has to be worked out and input manually. We have a lot of casual staff (invigilators) who will need to subm...
Guest 21 days ago in Every HR / Time & Expenses 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 17 days ago in Every HR / Training & CPD 0 Awaiting Review