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PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
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 268 of 3476

Bulk import recurring charges with end date

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Allow staff to access bulk printing and grading matrix without access to portal publishing.

I have given our teachers access to Report printing so they can use Bulk printing as a good way of seeing who has written what in the reports and using the grading matrix. However, how do I block them from seeing the Portal Publishing
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amend Variable Direct Debit Date after Invoice Production

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Nantawat Sintagerd 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Delete recurring fees in bulk from one cycle

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Show completed time in Portal Publishing

Towards the end of term we often have multiple report cycles to be published. Yesterday, for example, we had Y7, 9, 11, 12 and 13 going out. While we had them all queued up to run, I had to leave before they had finished, so I don't know what time...
Neil Williams 10 months ago in IRIS Ed:gen & iSAMS / Report Printing 0 In Discovery

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to select calculated columns in gradebooks to create student trackers

Hi there, While working on the tracking module and creating trackers using the Gradebooks, I have discovered that I am unable to select the calculated columns using the IF statements in the Gradebooks. Could you kindly suggest a solution to this p...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 In Discovery