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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 - 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...

Ideas

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Add all the remains of vouchers up to one balance so parents can use and not build up small amounts that they can't purchase anything outright with.

We have parents complaining that they can only use any small amounts left on a voucher to a single transaction which they they have to pay the leftover balance. They don't wish to pay any leftover balance. They wish all their remaining small vouch...
Guest 2 days ago in IRIS School Spider 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 24 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

The ability to download bulk emails from Ifinance

You can only see the body of the message sent and the attachment and can't download the email to be able to send it onto the debtor via another email chain
Guest 9 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

A select all to submit all invoices still awaiting approval.

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Guest 13 days ago in IRIS Ed:gen & iSAMS / iFinance 0 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 17 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Item invoice screen refreshes to top after every time an invoice is resubmitted for approval

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...
Guest 13 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

A General Balance for Tax Free childcare rather than individual vouchers

It would be useful for all tax free childcare money to be uploaded into a single pot so that parents would not end up with small bits of money that they couldn't use. They could then also select all the different types of clubs and book them with ...
Guest 14 days ago in IRIS School Spider 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 24 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Tracking of groups attending clubs

It is essential that we can track club attendance by pupil group and by name. Eg. SEND, PP, FSM. We require information such as the % of FSM children attending a certain club.
Guest 9 days ago in IRIS School Spider 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 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery