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 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

1 VOTE

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

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

1 VOTE

Sort order of Fee cycles on Parent Portal for Invoices

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...

Christo Nel about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 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 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

27 VOTE

Bulk Allocation

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

2 VOTE

Supplier refunds included in payment run if a credit note is not received in time to reconcile.

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

Guest 2 months 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

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

4 VOTE

BI code imported to iFinance debtors account from Fee Billing are often wrong!

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

7 VOTE

Active / inactive toggle on VAT codes

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

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