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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...
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...

Ideas

Showing 247 of 3276

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

AP - add [Approval by / with ] column to item invoices dasboard

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Raise an Issue by email.

This request is for a way to email new issues directly to the system. We would need a way to generate an email address for each of our 'properties', along the lines of sv5eftu4sdfgs.s6vsuB3@every.education Anyone who sends an email to that addres...
Guest about 1 month ago in Every Compliance / Issues 0

Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Attach the invoices and accompanying emails to the pupil in ISAMS

When an invoice is sent the invoice and accompanying email should be attached to the fee billing record of that pupil. You can then easily go into a pupil account in ISAMS Fee Billing and see what invoices were sent, when they were sent and what e...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 7 Good Feature

compliance text

suggestion is to make the text a lot larger the text was larger two weeks ago and for some reason this has changed on all my colleague compliance matrix
Guest 21 days ago in Every Compliance / Compliance 1

Status on summary table in Contracts

To have the ability to view the current status of a contract on the summary table ie overview of whether is Live, Ceased, Notice given
Angela Herbert 21 days ago in Every Compliance / Contracts 0