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Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

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 ...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Training Due Date

Would be good to be able to enter the training due date (deadline) not due within days/weeks.
Carol Parkins 10 months ago in Every HR / Training & CPD 1 Awaiting Review

Restrict Users Able to Post Purchase Invoices

Within our company, all purchase invoices must be checked by the Accounts Supervisor or Finance Manager before posting to ensure all details are correct e.g. VAT treatment for trips, nursery or partial exemption. This is a rule within the Finance ...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Reporting

Allow custom reporting on fields within Time and Expenses. Mandatory fields are created but the cannot be reported on for Finance.
Gemma O'Sullivan about 1 month ago in Every HR / Time & Expenses 0 Awaiting Review

Adding Reminders to Self Cert / RTW Form Tasks

Please can i ask, on the return to work form a section be added about reminding employees of any training they need to complete that was assigned during their absence.
Guest 4 months ago in Every HR / My Portal 0 Awaiting Review

Allow others to view messages sent with statements

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery