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Unable to load document

When a user does not have to one or more detail lines on a REQ/PORD, when following the email link it will come up with an error saying unable to load document. Could this error be more specific, why can't it be loaded, what access is the user mis...
Guest 9 months ago in IRIS Financials 0 Under Investigation

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

New VAT drop down in Bank Feed

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Connect Pennylane to Fee Biling

Have a direct connection to the accounting software, Pennylane for billing purposes.
Guest 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Emailing Suite configuration

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
Guest over 1 year ago in IRIS Financials / Future development 0 In Development

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 over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

Debtor Transaction Allocation Option

Importing Bank statements automates the process to an extend. However, this currently still leaves the problem that Receipts are not allocated to transactions. This, in turn, has a severe impact on the age analysis. One option is to have the syste...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Amend Variable Direct Debit Date after Invoice Production

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham over 1 year ago in IRIS Financials / Future development 1 Planned for a future major release

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 about 3 years ago in IRIS Financials 0 Under Investigation