Finance

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Fetching Opening Balances from iFinance for Fee Bills

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...

Guest 29 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

4 VOTE

Fix transactions' analysis code imported to iFinance debtors account from Fee Billing

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

2 VOTE

Purchase Ledger Suppliers balance to include not yet approved

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

8 VOTE

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Include initial of payer/contact in the return deposit confirmation box

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:

Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

6 VOTE

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...

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

1 VOTE

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...

Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

17 VOTE

Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.

Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 4 In Discovery

8 VOTE

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

VAT In Purchase Ledger

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel

Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

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