Ideas

Change the drop down box to a tick box for changing the view between outstanding transactions and all transactions in AP & AR. This is minor but will have a big impact to those who regularly use the system.

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...

Hi, I am the IRIS element professional user. We found that 1. we could not put 'draft' watermark on the accounts as well as CT600 tax return. And 2.we also could not save the accounts as word format. 3.We could not use for our customers who are cu...

During the billing process under Fee Billing Manager, Account Details tab for a specific student, the Account Code needs to be copied manually by the Finance from Students Manager. Can we have this auto populated to reduce any error from manual co...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

It would be helpful to have visibility of all historical reminder dates set against a payment item or invoice, as these are often adjusted if payment is not received. Or alternatively, I would like the ability to generate a report for a user that ...

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...

When selecting pupils from the batch import screen it would be good to see a total of selected pupils given before having to move to the "assign charge" page. Also, during the bulk import wizard process when you are selecting the pupils you want t...

We were able to enter a batch purchase ledger invoice where the net and VAT were the same amount. There need to be controls so that this is impossible. The VAT code should determine the parameters but currently you can overwrite anything. For VAT ...