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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...
PINNED Gathering Feedback - Foreign Currency (FX) Journals
Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...

Ideas

Showing 310 of 3531

Remove leavers from 'Balance adjustment tool'

I have leavers from 2018 who are deleted from users list but still showing up on 'Balance Adjustment Tool' as 'deleted from system'. The Chat Expert said they will come off soon but i have people on that list from 2018.
Guest about 22 hours ago in IRIS Parentmail 0

Onboard Parent Portal tables

Please onboard all TblParentPortalFeatures tables.
Sean Corrigan 2 days ago in IRIS Central / Analytics 0

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 11 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Allow others to view messages sent with statements

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
Guest 4 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Unable to allocate a payment from bank feed across multiple suppliers

Hello We have direct debits coming out of our bank but the payment needs to be split across a number of supplier accounts. This is not possible now using the automatic bank feed .
Guest 4 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 11 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Training & CPD

Having training & CPD fields from Every HR feed into Central for analysis reporting within Central
Bradley Allen 8 days ago in IRIS Central / Analytics 0

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

Gathering Feedback - GL Code Deactivation

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Connect Pennylane to Fee Biling

Have a direct connection to the accounting software, Pennylane for billing purposes.
Guest 14 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review