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Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Access/ Viewing Restrictions on the GL Listing

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Alerts for issues to multiple people based on Category

Being able to allow mulitple emails to be linked to an issues category, so when the issue is logged multiple alerts can go out.
Guest 4 months ago in Every Compliance / Business 0 Awaiting Prioritization

Budget holders access to all suppliers

Can we restrict the budget holders to only being able to see certain suppliers? I would want a budget holder only to see the suppliers allocated to them plus certain general ones such as stationery and Amazon. I do not want a budget holder to be a...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

bulk import documents

Customer requested that it be developed whereby there is a way to bulk import documents into the Policy & Documents module in Compliance. He has many documents & policies that he needs to move across and it will take him a long time to com...
Angela Herbert 4 months ago in Every Compliance / Documents 1 Will not implement

Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Audit trail and restrict who can delete events from Out of School

We want to know when an event was deleted from the Out of School Manager and the ability to restrict who can delete these events. Currently there is no audit trail for the Out of school list.
Guest 12 months ago in IRIS Ed:gen & iSAMS / Registration Manager 1 Now

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to set an alert on missing mark for a specific pupil

We have a pupil with a serious medical issue where there is a chance of an issue arising at any time, including break or between lessons. We would like to be able to set up an alert so that if his register is late, or the group is submitted with a...
Neil Williams over 2 years ago in IRIS Ed:gen & iSAMS / Registration Manager 0 In Discovery

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