Finance

Showing 87

iFinance User Group Forum

A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

5 VOTE

Annual spreading of Prepayments

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

8 VOTE

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

7 VOTE

Critical Improvements to the VAT Audit Trail Report

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

11 VOTE

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

10 VOTE

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

Bulk Cancellation of Leaver Direct Debits

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...

Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

1 VOTE

Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...

Guest 28 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

Guest 29 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Please enter your email address

FILTER BY CATEGORY