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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
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, ...

Ideas

Showing 353 of 3340

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

General Absence Triggers

A trigger that includes instances of general absences
Ioan Lee 3 months ago in Every HR / Absence Management 0 Good Feature

Shift Pattern on the Employee directory

It would be a good if employee working patterns were visible in the directory. This would allow staff to quickly check who is scheduled to be in on a given day, if they have the right permissions.
Ioan Lee 3 months ago in Every HR / Employee - General 1 Good Feature

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

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

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

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

Tax Codes on Approval Emails

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Next

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

Dont send email reminders at 3am

Email reminders regarding outstanding training are sent at 3am. I have asked if this can be changed as this is not ideal. I have been told that this is not something that can be changed and to submit a feature request. Please can this be amended.
Guest 3 months ago in Every HR 1