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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 -...
PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

Ideas

Showing 333 of 3476

Preview for attachments rather than downloading everything

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Guest 3 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

activity template out of date

The description that is pre loaded into this activity is out of date, Testing & maintenance of security system, including detectors, cameras, panels etc. Related Bulletin: Building Bulletin 69: Specification, Installation & Maintenance of ...
Guest 1 day ago in Every Compliance / Business 0

Automatically resize attachments on the expense app

When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...
Guest 3 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Tick box to select live projects

As we create many projects for long term, allow a box on the central projects list to only view "Live" projects. This would allow us to not only see just those we need to centrally, but also manage overall costs, allocations etc
malc lucas about 1 month ago in Every Compliance / Projects 0

Connect Pennylane to Fee Biling

Have a direct connection to the accounting software, Pennylane for billing purposes.
Guest 6 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Improved Reporting

When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.
Guest 29 days ago in Every Compliance / MAT Admin 2

Gathering Feedback - Approval on Journals

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Copy and Paste Sections on checklists

I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...
Guest 3 months ago in Every Compliance / Compliance 0

Have the ability to merge issues that have been duplicated

this function would help to minimised issues raised by multipole persons raising the same issue or similar
Guest 16 days ago in Every Compliance / Issues 1

The ability to turn activities that are 'completed-awaiting documents' amber.

Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...
Guest about 2 months ago in Every Compliance / Compliance 0