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Fix reports to allow & in the description

using & causes the narrative to change to &amp: when exporting using excel. This is problematic as we need to keep descriptions relatively short.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Include Account Codes alongside Account Titles in Commitment, Order, and GRN Reports

Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title
Guest 3 months ago in IRIS Financials / Future development 1 Under Investigation

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Invoice Length

If you type more than 4 lines on a sales invoice it creates an additional page so the invoice ends up being 2 sheets long. If you look at the first page there is plenty of room and it ends up being a big blank space. Can this be changed so you can...
Guest 3 months ago in IRIS Financials / Future development 1 Under Investigation

Company logo in new user interface IQ

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review