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PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
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 221 of 3359

management reporting to be inclusive of VAT

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to delete direct debit schedule, amend invoices and recreate schedule

Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

Include initial of payer/contact in the return deposit confirmation box

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:
Guest 6 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

link to error -Errors Found: The census build can not complete until all "Error" messages have been resolved.

Add a hyperlink that takes you to the area of iSAMS that needs updating to fix the error. Errors Found: The census build can not complete until all "Error" messages have been resolved.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Census Manager 1 In Discovery

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Access/ Viewing Restrictions on the GL Listing

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option

It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Census Optional Modules

At the moment, its required to include information on Staff and the census will not even build without hours worked for example. We manage HR in another system so data is not input into census from iSAMS. This is an unwanted admin overhead. Could ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Census Manager 0 In Discovery