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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
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...

Ideas

Showing 333 of 3478

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Sync with IRIS Financials

The ability for the financial informaiton with in the Asset Management module of Every Compliance to sync / export to IRIS Financials in a digital way.
Bradley Allen 4 months ago in Every Compliance / Assets 0

VAT In Purchase Ledger

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Activity - additional tab

The activity. Tab which informs users under which priority the activity has been set up, would be helpful. At the moment there is no info for users - without admin access- what is the priority.
Guest about 2 months ago in Every Compliance / Compliance 0

calendar - additional info

1. The calendar - is really good feature, however, when there is more than 1 activity it does not list them; unless I click on it, the activities do not show. It would make more sense if activities would be listed by their name despite how many th...
Guest about 2 months ago in Every Compliance / Admin 0

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Documents Module - Allow for a report to show the NAME of the documents which staff have and have not read across the school

Within the Documents module, we would request that there is a report built to allow for the Admin team to review the name of the document item and which staff have and have not read this for all documents across the school.
Guest about 2 months ago in Every Compliance / Documents 0

Company logo in new user interface IQ

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Risk Register template update

Update the risk module so that we can create a more sophisticated risk register template as per attached document
Ana Tsoucalas about 2 months ago in Every Compliance / Risk 0

Import invoices into iSams from SAGE

We would like to be able to issue invoices through our parent portal (we use My School Portal). We generate our invoices in SAGE and had enquired as to whether there was a way the invoices could be imported into iSams from SAGE, so they could then...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review