Skip to Main Content
SUBMIT IDEA

Clear

Pinned ideas

View all
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...
PINNED 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...

Ideas

Showing 268 of 3476

Active / inactive toggle on VAT codes

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Email Log ability to view emails sent

We should be able to see each others email log and be able to open the email sent from the system
Charlotte Austin 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

Scatter Graph - For CAT score v Current Attainment

I would like to plot CAT score (or similar) against CWG (Current Working Grade) . Each point on the scatter would represent a student. A line of best fit would show based on prior attainment who is working above or below their peers.
Guest 2 months ago in IRIS Ed:gen & iSAMS / Tracking Manager 0 Awaiting Review

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Bulk Cancellation of Leaver Direct Debits

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Delete Runs in the Portal Publishing Tab of Report Printing

The list of Runs can contain some that were never used or had to be replaced. It would be useful to be able to delete these. You can delete Routines but not Runs
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Report Printing 2 In Discovery

Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

adding a security layer to PDFs generated from iSAMS via Report Publishing to prevent unauthorised editing

I would like to suggest adding a security layer to PDFs generated from iSAMS via Report Publishing to prevent unauthorised editing. Currently, if a user has the right software package, they can modify the PDF report or even extract saved signature...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Report Printing 1