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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 - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

Ideas

Showing 257 of 3335

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Newsletter

It would be great to be able to compose a newsletter in News Manager and then both post this in the News section of the parent portal AND send it via an email directly to parents. Currently these are 2 separate workflows as far as I know. The imag...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / News Manager 0 Awaiting Review

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Linking of Scholarships (Discounts) to Fee Billing

It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Publish 'own' reports in Wizard bar

When creating a new report in Analytics & Insights, we would like the ability to publish the report in the appropriate section of the wizard bar eg. We created an SEN exam provision report and wanted to publish it under the 'View SEN report' '...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Analytics & Insights 1 Already Present

News Manager - Parent Portal / Year Group filtering

Posting news to the Parent Portal doesn't allow filtering by Year Group so that only parents of students in the selected Year Group do see the news. Currently, all parents do see all news, and many are not related to them so it creates noise and c...
Guest 3 months ago in IRIS Ed:gen & iSAMS / News Manager 0 Good Feature

VAT In Purchase Ledger

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review