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PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

Ideas

Showing 353 of 3335

VAT Type column available under the Customise Grid options in the bottom left corner

Customise grid option does not include adding VAT type, although that data field exists
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fixed Assets - Full Year's Depreciation in First Year of Purchase

Could we please introduce the option of charging a full year's depreciation in the first year of purchase, which would be in line with some company's depreciation policies. Currently, the only override is to set the purchase date to the first day ...
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to select on Admission Year and Term on Entry not just Accepted for pupil selection in Fee Billing>Cycle View>Single Pupil View

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Invoice Template - Presentation improvements

On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Can we request a feature where when we add a document via news manager, it gives us an option to upload the document to our document tree pl

Can we request a feature where when we add a document via news manager, it gives us an option to upload the document to our document tree please (and an option to show which older it should be saved in).
Sunitha MC over 2 years ago in IRIS Ed:gen & iSAMS / News Manager 0 Good Feature

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Export BACS18 & Auddis files at preview stage

Can you please enable us to export and/or print the Direct Debit AUDDIS file so that we can check it?
Guest almost 6 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later