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Option to create out own measures

This would be helpful with
Guest 15 days ago in IRIS Central / Analytics 0

Preview for attachments rather than downloading everything

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Permissions matrix for reports in iSAMs Central

Currently the only way to check which roles are assigned to each report is by opening each report individually via the Manage option. We manage several reports access across multiple roles in iSAMS Central so we need to have a view in iSAMS Centra...
Guest 3 months ago in IRIS Central / Analytics 0

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 6 Awaiting Review

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, ...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

GL Code Deactivation

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Multiple tabs

It would be extremely useful to be able to have more tabs opened at the same time, i.e. Suppliers and GL or withing suppliers Orders and Item invoices. Switching back and forth looses filters and consequently is rather time consuming. It would als...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Pull through more information from iSAMS to iFinance

Enable more information to be pulled through into iFinance. For example, Pupil Name, Relationship Type, School Name, whether on direct debit etc.
Guest 4 months ago in IRIS Ed:gen & iSAMS / Fee Billing 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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 14 Good Feature