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GL drill down to include a subtotal

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

one email per day to tutors summarising entries

We currently have the emails sending to tutors on each entry, as below: This is bombarding tutors with dozens of emails per day. Is it possible to have a once a day email which collates all of the entries for that tutor group in one email?
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Reward & Conduct Manager 0 Good Feature

Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 6 In Discovery

Mark reports as complete in bulk

When a year tutor for example wants to write one general comment for a set of reports, we tend to hard code it into our printing templates, which is not ideal, as this can change with each cycle. Instead an ideal solution would be to allow the yea...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 1 Good Feature

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...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

SCR checks not needed

Allow us to remove checks that we never use, e.g. EEA checks are now obsolete since Brexit Senior Schools do not need Childcare Disqualification checks
Guest 4 months ago in Every HR / Single Central Record 0 Awaiting Review

Check 'Required' check box

For each check the same person can click that a check is 'required' and enters the details. If it is not checked the red/green indicator will stay green. This is prone to errors / potentially to abuse - showing the SCR as up to date when there are...
Guest 4 months ago in Every HR / Single Central Record 0 Awaiting Review

Overseas checks

Each overseas check (criminal records, professional letters and additional overseas checks) include a 'employee has worked overseas' checkbox. It would be helpful to have this separate and all to default to 'not required' if it is not checked.
Guest 4 months ago in Every HR / Single Central Record 0 Awaiting Review

Report should show all columns

Currently, if nobody has a check it does not appear as a column on the report. We need all checks to be in the report, so that it shows we have considered whether each check is needed.
Guest 4 months ago in Every HR / Single Central Record 0 Awaiting Review

Single Central Record Summary Report

The current report is really long and complex and difficult to check. It would help to have a summary report option which includes only Employee Name, Job Title, Employment Start Date plus 3 columns per check: Required Date check completed Checked by
Guest 4 months ago in Every HR / Single Central Record 0 Awaiting Review