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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Ideas

Showing 379 of 3543

A cashflow report that works across financial years

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful
Guest almost 3 years ago in IRIS Financials 1 Development Complete

Sales account credit balances to be taken into consideration for direct debits

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Supplier invoice processed through APInbox with incorrect currency

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Screen Resolution Issue Fix

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...
Guest over 2 years ago in IRIS Financials 1 Under Investigation

management reporting to be inclusive of VAT

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert over 2 years ago in IRIS Financials 1 Under Investigation

Better Communication of Updates

If you run an update on the system communicate with schools and explain what the impact might be instead of us trying to solve an issue that has never arisen before with parents receiving messages
Guest about 1 year ago in IRIS Reach 0