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iFinance

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Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to claim for expenses on the web

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Bulk Payment Batch Numbers

Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Bulk send receipts via email

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Make the Quantity an integer

Unless I am missing something it seems pointless to have the quantity figure in decimal.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review