Finance

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Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

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

1 VOTE

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

3 VOTE

Purchase Ledger Suppliers balance to include not yet approved

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

10 VOTE

Commas to denote thousands in numbers; when inputting numbers

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 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 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

14 VOTE

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

4 VOTE

Inactive VAT Codes

Dear Kim & Kate Can I please make a suggestion that VAT codes can be made inactive when no longer in use so that they do not appear within the VAT code dropdown menu when raising POs, sales & purchase invoices. Due to our school falling un...

Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

Improvements to the VAT Audit Trail Report

The new VAT audit trail report is fantastic, thank you for adding it. It will making our partial exemption workings much easier. Please can I suggest a few small improvements to make it even more user friendly? Please could you: 1) Add a report fi...

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

12 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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

27 VOTE

Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks

Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 10 Good Feature

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