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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...
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 362 of 3496

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

To be able to run a report of all allergens, to take along to a trip

Brunswick School has suggested it would be very useful if they could run a report which listed all allergens, for members of staff to have to hand when going on a school trip. As it stands, they can view the allergens on ParentMail, but cannot eas...
Guest almost 3 years ago in IRIS PlusPay 1 Awaiting Prioritization

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 9 months ago in IRIS PlusPay 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 9 months ago in IRIS PlusPay 0

Split Lodgement for Suppliers

We really love the split lodgement feature in the Sales Ledger and think this would be a very useful feature to have in the Purchase Ledger too
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Increase Character Limit in Lodgement Number

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Raising a VAT only invoice

Since the implementation of VAT on school fees, we need to raise VAT only invoices to our Local Authority. At present the invoice needs to be raised outside of iFinance, but it would be helpful to be able to do this as part of our billing cycle.
Guest 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Audit report - Supplier bank changes

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.
Jamie Vincent about 2 years ago in IRIS Financials / Future development 1 Planned

Ability to attach documents with School Fee Invoices

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Extract Purchasing Users

I need to know the full list of people that have been assigned a licence on the purchasing side. I can see the list, but as there are alot, I will have to screen shot a few times. This would be helpful when people leave the business.
Guest about 2 years ago in IRIS Financials 1 Planned