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Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

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 about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 4 Good Feature

Sync Registration Codes

It would be very useful to be able to sync Registration Codes in the Registration Manager module via Central.
Sean Corrigan 4 months ago in IRIS Central / App 0

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...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

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 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

EveryHR - MAT Leave dates - not fitting the block amount of leave

Please can we look to adjust the way the system allows for dates of the maternity leave to end. At the moment it is locked into ending on a full block of leave but customers have requested more flexibility around the end dates instead of using gen...
Guest 4 months ago in IRIS Central 0

SSO Log in on iFinance simplification of log in Screens

We have recently set up and enabled SSO for iFinance. When we click on the SSO sign button, we are directed to a sign in screen where we need to input out email address, and then click sign in. This seems like a redundant process and so it would b...
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Colour Yes- and - No - delete tabs in Green and Red

Hi, I’ve noticed that in some applications, when you press “Save” or similar actions, the “Yes/No” buttons are highlighted in red. While this works, I was wondering if it might be more intuitive to use green for “Yes” and red for “No,” similar to ...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review