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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 -...
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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...
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Ideas

    Showing 425 of 3478

    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

    Fee Billing Manager - Segregation of configuration screen from user with billing generation role

    Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...
    Guest 11 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

    Ability to change column width within Business Intelligence Setup page

    Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?
    Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

    Ability to re-use tracking models - for e.g. by allowing a different reporting cycle to be selected and re-use the model

    Tracking model data is based on reporting cycles. For new reporting cycles, the whole time-consuming process of creating the model needs to be repeated.Please include the ability of re-using models by changing the reporting cycles.
    Guest about 6 years ago in IRIS Ed:gen & iSAMS / Tracking Manager 1 Good Feature