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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
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...

Ideas

Showing 209 of 3455

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

Report template in iFinance

Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Auto posting of PL invoices

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Report By Year transaction details

We would like a report that can show us what each year has been purchasing from a details or summary perspective. Ie The year 12 and 13's in sixth form only use the canteen to purchase fish and chips on a friday and never on any other day. Unfortu...
Guest 3 months ago in IRIS Biostore 0

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

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

Allow Document Publishing and Email History screens from Fee Billing to be exported to excel

When in the Doc Publishing Screen and the Email History Screen, introduce a function that allows you to export this data to excel so that you can find what you need much more easily.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review