Submit Idea
SUBMIT IDEA

iFinance

Showing 38

Sync student "School Code" to iFinance

At the moment this has to be added manually using a custom field.
Sean Corrigan about 17 hours ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
Guest 10 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Override purchase invoice due date

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...
Guest 8 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Auto match within AccountsIQ

I've suggested this idea on several previous occasions, and I'm confident I'm not the only one who would find it extremely valuable. It would be incredibly helpful to introduce an auto-match function that works on both the Sales Ledger and Bank Im...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Default GL Code for Item Invoices/AP Inbox

Please could a default GL Code for supplier invoices be made available for the Item Invoice/AP Inbox function. It would greatly improve processing speed if you could as we have a large number of suppliers that are only ever put to one code. It alr...
Guest 26 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review