Finance

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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 about 1 month 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

23 VOTE

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

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 4 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 6 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

1 VOTE

AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

Guest 17 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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