Ideas

It would be helpful if we could edit templated forms. At present we have to create a whole new one, save it under a new name then delete the old one which is really time consuming when you have a perfectly good one sitting there which could easily...

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

You have supposedly upgraded Iris ParentMail. You now can't print off a blank form thats already been created. You now can't complete a form for a parent.

When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...

It would be a really useful feature if you could copy the split billing rules from one pupil to another. his would help with siblings and also when there are a number of pupils that a company pays certain fees for.

The ability to select whether the Percentage (when chosen in the attached screenshot, from Create a New fee) is calculated based on Net or Gross figures on the billing lines on the invoice. Reason behind this is we bill with a mix of VATable and N...

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.

In the parentmail app, when we sent a message to parents they are unable to see the full subject title of the message, it is limited to only about 20 characters which means some important information can be missed off the message. Can you change t...

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 ...

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...