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Finance

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Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Make the Quantity an integer

Unless I am missing something it seems pointless to have the quantity figure in decimal.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

VAT Type column available under the Customise Grid options in the bottom left corner

Customise grid option does not include adding VAT type, although that data field exists
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to delete direct debit schedule, amend invoices and recreate schedule

Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

Fixed Assets - Full Year's Depreciation in First Year of Purchase

Could we please introduce the option of charging a full year's depreciation in the first year of purchase, which would be in line with some company's depreciation policies. Currently, the only override is to set the purchase date to the first day ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option

It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Lock down of BI/GL that PO inputters see

Only allowed PO inputters to see the GL/BI codes assigned to them
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Later