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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
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, ...

Ideas

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Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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 about 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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

Compliance - Asset Financial Categories reporting

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...
Angela Herbert 8 months ago in Every Compliance / Assets 0

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 over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Asset locations syncronising into the location field in an incident record

This will enable consistency for reporting purposes as this is currently a free text field.
Bradley Allen 8 months ago in Every Compliance / Incidents 0

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 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Already Present

Student Pre-Ordering

In a secondary setting, the ability for students to pre-order their meals either via an app or a screen. Similar experience to McDonalds / Starbucks. This will then reduce the queues at the canteen tills.
Bradley Allen 9 months ago in IRIS Biostore / BioStore Portal 0 In Discovery

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