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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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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 380 of 3487

    V7 - bring back shortcut icons toolbar

    The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
    Angela Herbert about 1 year ago in IRIS Financials / Future development 1 Will not implement

    Document Emailer - Further filters added to enhance performance.

    Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
    Becky Graham about 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

    Remove school prefix from supplier account numbers

    I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
    Guest 7 months ago in IRIS Financials / Future development 1 Already exists

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

    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

    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 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

    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

    Ad-hoc refunds for schools & partial refunds

    Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.
    George Karabetsos 8 months ago in IRIS School Spider 0 Planned

    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