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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Ideas

Showing 274 of 3476

Student report: Edit for correction and republish a report without reopening the cycle

It is very complicated and tedious to make changes to a student report in an already closed cycle. During a school year, we need to be able to edit a report, make corrections and re-publish it on the parent/student portal, even if the cycle is clo...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Report Printing 0 Good Feature

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

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

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

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

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

More Descriptive File Name for Report Printing Bulk Printing Reports

The current behavior is for the output files generated from the report printing module to have a file name that follow the output printing template name. However if use the bulk printing feature to, for example, generate 10 individual reports, we ...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Report Printing 3

Purchase Order Bulk Import

I would like to recommend the system provides an import function for creating purchase orders. As a school entity, we often have purchase orders containing over 100 library books. Without a bulk import feature, our staff must manually input each l...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Grading Matrix

Add Grading Matrix print to wizard bar
Guest 11 months ago in IRIS Ed:gen & iSAMS / Report Printing 0 Good Feature

Incomplete reports to be included in Grading Matrix

I am sure there used to be a tick box that allowed us to include Incomplete reports in the grading matrix? Has that been taken away? For example, we are now collecting end of year reports. There was an earlier deadline for teachers to complete the...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Report Printing 1