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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
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...

Ideas

Showing 224 of 3357

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 about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 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 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

GL drill down to include a subtotal

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum
Guest about 1 month 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

SSO Log in on iFinance simplification of log in Screens

We have recently set up and enabled SSO for iFinance. When we click on the SSO sign button, we are directed to a sign in screen where we need to input out email address, and then click sign in. This seems like a redundant process and so it would b...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
Guest 6 months 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 almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 7 Good Feature

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

AP - Purchase orders - Add Field to allow indication of order being placed

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review