Finance

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Item Credit Notes Should be Able to Be Sent for Approval using the new Workflow

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.

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

2 VOTE

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

3 VOTE

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

2 VOTE

Apinbox issue notification

Please could there be some sort of pop up notification when IFinance are aware of an issue to prevent us bothering our internal IT teams. For example, when there is an issue with the APInbox. It is frustrating when I log an issue and IFinance are ...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

4 VOTE

Override purchase invoice due date

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...

Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

6 VOTE

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

1 VOTE

Batch Invoice description to show as entered in the purchase ledger supplier account

when you process an item purchase invoice the description entered is only viewable in the general ledger. In the purchase ledger and supplier account it shows as the account name/invoice number/value. When processing a batch purchase invoice the d...

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

6 VOTE

Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.

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

7 VOTE

Allow option to prevent negative fee total for billing

Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.

Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

14 VOTE

Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...

Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

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