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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...
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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
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Ideas

    Showing 334 of 3369

    To have the ability to log people out from Active Session screen

    Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
    Angela Herbert over 2 years ago in IRIS Financials 0 Under Investigation

    Ability to amend the Charge Sheet available via the Export Wizard

    We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...
    Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

    Ability to Edit Fee Allocations

    We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.
    Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Already Present

    Ability to claim for expenses on the web

    Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
    Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

    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

    Purchase ledger default to all periods

    Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
    Jamie Vincent over 2 years ago in IRIS Financials 3 Planned

    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 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

    Bank Reconciliation

    When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
    Jamie Vincent over 2 years ago in IRIS Financials 2 Planned

    Approver check

    Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?
    Guest 8 months ago in IRIS Financials 1 Will not implement

    Budget check percentage

    Seems to have lost the ability to apply the budget check/enforce to a percentage of the total budget. Can this be reinstated?
    Guest 8 months ago in IRIS Financials 0 Under Investigation