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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
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...

Ideas

Showing 295 of 3478

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 7 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

Editing completed online forms

Two things: 1) I think this has been mentioned elsewhere before but I can't find it in this section. It would be REALLY useful to have the ability to edit completed forms, for example parents who change their mind/want to add something else to the...
Guest over 2 years ago in IRIS Reach 1 Planned

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 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Calculated columns in Gradebooks available in Tracking Manager

Now that Calculated Columns are sharable across Gradebooks, and able to publish to reports, that data must be being stored somewhere. Would it be possible, therefore, to view those columns in Tracking Manager?
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Good Feature

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 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to Bulk Print by Personal Tutor

On the Bulk Printing tab in the Reports Printing module you have the ability to select various kinds of filters for the output (e.g. Form Group). There is an option to order the output by Pastoral Tutor, but there is no option to filter the output...
Sarah Kattau almost 2 years ago in IRIS Ed:gen & iSAMS / Report Printing 2 Good Feature

Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Drag and drop attachment upload

I would love to be able to drag and drop files to attach them to emails for parents. This is much easier than having to save a file, then search for it and attach. I often have emails that arrive in my Outlook with attachments that I need to get o...
Guest over 2 years ago in IRIS Reach 1 Will not implement

Alphabet grades being able to be graphed

It would mean we could draw a simple graph showing progress from e.g. C to A.
Guest 7 months ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Awaiting Review