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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 ...
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Ideas

Showing 240 of 3295

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

Low Balances Reminders on Registers

Putteridge Infant School and other schools - have requested that low balance reminders be set per price band, and not per register. Currently, you can set a low balance reminder, but this will set a reminder to all students, including those who ar...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 0

Option to restrict cancellation of bookings on Registers

Some schools require parents to book in advance, but as per their own school policies, do not allow parents to remove their bookings or amend their booked slots without speaking to school first. Having an option to prevent cancellation of bookings...
Guest 7 months ago in IRIS PlusPay 1

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 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 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

Central Function for Register Creation

Kernow Learning Trust (and other trusts) want to be able to create and manage the parameters of registers, whilst leavings schools to manage the day to day register functions. Kernow want for all schools to operate in the same way. We did discuss ...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 2

Payment Items - Deposit + Instalment Payments

Kernow Learning Trust (and many other schools) set up a residential trip where the number of deposits received determines the remaining cost of the trip. In this instance, all schools would need to create a payment item for the deposit, and then c...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 1

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

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery