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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
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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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Ideas

    Showing 449 of 3349

    Linking a PDQ machine (card payment machined) to ParentMail

    To be used for payments made for pre-loved uniform, refreshments at events etc
    Guest 6 months ago in IRIS PlusPay 0 In Discovery

    See opening and closing balances during the reconciliation of bank statements

    When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
    Angela Herbert over 2 years ago in IRIS Financials 1 Under Investigation

    Bring back 'as at' enquiries!

    In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
    Guest almost 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

    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 6 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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    Links tabs in purchase ledger

    In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
    Angela Herbert about 1 year ago in IRIS Financials 2 Under Investigation

    Raise a document whilst reconciling the bank statement

    It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
    Guest over 2 years ago in IRIS Financials 2 Planned

    Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option

    It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...
    Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

    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 6 months ago in Every Compliance / Assets 0

    Help option when you select a function or go to complete a transaction it will then attach the help to guide.

    If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
    Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation