Finance

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

4 VOTE

Fix transactions' analysis code imported to iFinance debtors account from Fee Billing

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...

Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

6 VOTE

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...

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

1 VOTE

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 17 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

9 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 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

7 VOTE

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

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

28 VOTE

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...

Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 6 Good Feature

11 VOTE

Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

9 VOTE

Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

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

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