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Finance

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

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Purchase order approval - already approved message

When a Purchase order has already been approved and the user clicks to approve from the email they get the following message ( See attached) Could this be changed as it is not very user friendly.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email from the new workflow approval system looks to come from recipient

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Automated Direct Debit update

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 In Discovery

Report Manager > Bespoke > Budget Holder by Approver

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

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.
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Split Lodgement for Suppliers

We really love the split lodgement feature in the Sales Ledger and think this would be a very useful feature to have in the Purchase Ledger too
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review