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PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...
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PINNED Gathering Feedback - Foreign Currency (FX) Journals
Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...
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Ideas

    Showing 385 of 3340

    RE INSTATE THE RECONCILATION TAB + OPENING AND CLOSING BALANCES

    Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...
    Guest about 1 year ago in IRIS Financials 2 Awaiting Further Feedback

    Automatic discount rules on siblings

    The ability to automatically apply a discount on a sibling on an item or a in a club i.e. if sibling 1 has purchased something, then apply a discount to sibling 2, then a a further discount to sibling 3, when they purchase the same product in a ba...
    Bradley Allen 7 months ago in IRIS PlusPay 0 In Discovery

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

    Training Notes

    Create PDF versions of the training notes that can be shared with colleagues. Currently when printing as a pdf the format doesn't align to be able to read the notes clearly.
    Claire Shadbolt almost 3 years ago in IRIS PS Purchasing 1 Under Investigation

    Staff Expenses

    Allow the posting of staff expenses to the register in the same way we do for non order invoices. We can then see an audit trail of the authoriser and ensure it's authorised by the correct person.
    Claire Shadbolt almost 3 years ago in IRIS PS Purchasing 0 Awaiting Prioritization

    Low Balances Reminders on Registers

    Putteridge Infant School and other schools - have requested that low balance reminders be set per price band, and not per register. Currently, you can set a low balance reminder, but this will set a reminder to all students, including those who ar...
    Sharmaigne Watson about 1 year ago in IRIS PlusPay 0

    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

    Amend Title of Goods Received Note to Goods/Services Received

    Orders are raised for Services as well as Goods and to help the schools understanding the GRN process it would be helpful to amend the Title of the GRN Document to be Goods/Services Received.
    Sascha Ellman-Brown over 2 years ago in IRIS PS Purchasing 1 Planned

    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