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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
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PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
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Ideas

    Showing 316 of 3353

    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

    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 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

    Creating groups to help cleanse data

    Is it possible to create groups in the dataset to help cleanse the data and reduce the number of items? Examples Ethnicity (would be good to have 3 most common + other – for us this is White British, Pakistani, Indian, Other). Having lots of small...
    Chris Burland almost 2 years ago in IRIS Central / Analytics 0

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

    Item Credit Notes Should be Able to Be Sent for Approval using the new Workflow

    Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.
    Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    Correct View purchases for an item report

    Please see ParentMail support ticket 00551293 which has screenshots I cannot post on this site. When an item has instalments and one instalment is refunded, the refund amount appears against all instalments. This make reconciliation of the payment...
    Neil Williams 8 months ago in IRIS PlusPay 0

    Combination dashboards within Central

    Currently there are a set of dashboards for MIS, HR, Compliance & Finance. However it would be great to have combination dashboards for true data analysis i.e. 1) finance & MIS - what is the cost of a curriculum vs. GCSE or A Level results...
    Bradley Allen 8 months ago in IRIS Central / Analytics 0

    The ability to track cost of a trip

    It would be useful to be able to add a cost area with an attachable invoice to then be able to run a report on £x income received from parents vs. £x cost of the trip / event from the supplier.
    Bradley Allen 8 months ago in IRIS PlusPay 0

    Create reports on Teaching Manager data

    It would be very useful to see data from Teaching Manager across multiple schools in Central. The type of data that would be useful would be: List of subjects (similar to the Simple Subject Report on iSAMS) Number of teachers linked to a subject (...
    Sean Corrigan over 2 years ago in IRIS Central / Analytics 0