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Finance

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Payment Run BACS Files (should be read only)

The i-Finance Payment run BACS files should be read only! This is important for security, as someone could change the bank information on the file before being uploaded to the bank/BACS provider. The only indication this has happened is when a sup...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Make the Quantity an integer

Unless I am missing something it seems pointless to have the quantity figure in decimal.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

VAT Type column available under the Customise Grid options in the bottom left corner

Customise grid option does not include adding VAT type, although that data field exists
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fee Billing suggested auto post

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Now

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

Fixed Asset Disposal

Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery