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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 323 of 3478

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 10 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 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Open more than one bulk payment for the same bank

Dear Development Team, Would it be possible to have several open bulk payments for the same bank (Purchase Ledger) ? We have several employees that are preparing bulk payments at the same time or sometimes we need to create one bulk payment per cu...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

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...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Payment Gateways

Hello, Please can you reinstate WorldPlay. Thank you Kind regards Alicja
Guest 23 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 10 Good Feature

Option to publish individual reports

It would be great to have the option to re run reports for individual pupils rather than having to re run a whole year group when only one pupil's report has been amended and needs re publishing.
Guest about 6 years ago in IRIS Ed:gen & iSAMS / Report Printing 5 Good Feature

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 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 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