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PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...
PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

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Debtor Transaction Allocation Option

Importing Bank statements automates the process to an extend. However, this currently still leaves the problem that Receipts are not allocated to transactions. This, in turn, has a severe impact on the age analysis. One option is to have the syste...
Guest 28 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 4 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Access arrangements export/via set lists

Staff need a way of exporting pupils' access arrangements, by teaching set. It's not currently possible to include these elements on the teaching set list export on the wizard bar, and we cannot add a filter, search column or link via a button in ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / External Exams Manager 1 Awaiting Review

EveryHR - Salary Additional Payments in a report

Payroll allowances report - This seems to be a limitation. I want to be able to run a report from report builder with allowance info in it. There is no way to add to excel reports in repot builder the additions and allowances of staff. The only wa...
Guest 28 days ago in Every HR 1 Awaiting Review

EveryHR - Absence Reports / Report Builder Excel for Absence

Absence reporting - The details box which you can't report on from within an absence instance. For example, when an absence request is made and details for the absence are added to the details box, I cannot report on this information as there is n...
Guest 28 days ago in Every HR / Absence Management 0 Awaiting Review

Automated New Starter Tasks Assigned to the Employee

I would like to suggest an enhancement to the New Starter Tasks functionality within EveryHR. Currently, tasks can be assigned automatically to existing users based on settings configured within the system. It would be extremely helpful if this co...
Jack Wakeling 28 days ago in Every HR / Task Management 0 Awaiting Review

Period Selection in Cover Manager (Cover and Room Closures) Should Be Consistent for Date

When entering absences for staff or entering room closures, you can enter the absence/closure by period or time range. Selecting by period is currently only available when selecting a single date of closure. Week allocations are defined within the...
Sarah Kattau about 2 months ago in IRIS Ed:gen & iSAMS / Cover Manager 0 Awaiting Review