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PINNED Gathering Feedback - 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 ...
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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...
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Ideas

    Showing 219 of 3283

    Archive Bank Accounts

    We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
    Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

    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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

    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 over 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

    Ad-hoc refunds for schools & partial refunds

    Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.
    George Karabetsos 6 months ago in IRIS School Spider 0 Planned

    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 over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

    Ability to Edit Fee Allocations

    We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.
    Guest 6 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Already Present

    Ability to set a Deposit to Inactive

    We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.
    Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

    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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

    Ability to amend the Charge Sheet available via the Export Wizard

    We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...
    Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

    Increase the character limit in Accounts Receivable sections

    We are unable to synchronise contact details from ISAMS to IQF for certain contacts as there are over 50 characters. This does not meet our needs as we need to input the full legal names and addresses on our database
    Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review