Submit Idea
SUBMIT IDEA

iFinance

Showing 37

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 about 10 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 3 days 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 19 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 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 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Report Manager > Bespoke > Budget Holder by Approver

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
Guest 28 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Bulk Allocation

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

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