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Finance

Amending supplier bank details without the rest of the Admin functionality

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Attachment file too big

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Access/ Viewing Restrictions on the GL Listing

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Item Credit Notes Should be Able to Be Sent for Approval using the new Workflow

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Increase Character Limit in Lodgement Number

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review