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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...
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...

iFinance

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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 15 days ago in IRIS Ed:gen & iSAMS / iFinance 1 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 3 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 3 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 8 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 15 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 8 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Make Audit Log available for workflow approvals.

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Show who is logged into the system

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Ability to disable non-SSO sign in functionality when SSO is enabled

When SSO is in use, there should be an option to disable the non SSO login option to reduce confusion and increase security
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review