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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 - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

Ideas

Showing 167 of 3335

Email form response to parents

When parents complete a form, could they get an email of what they have chosen, or be able to go back to the link to view their submission?? We have a whole KS2 event today and are dealing with many phone calls of people who can't remember what th...
Denise Bickley about 2 years ago in IRIS Reach 1 Awaiting Prioritization

Forms - pls add some more dynamic text fields

We use Forms for a yearly Data Collection exercise. It would be useful if we could use dynamic text fields to pre-populate a form with parents' address details and phone numbers (pulled from SIMS). That way we can simply ask parents to confirm the...
Guest over 2 years ago in IRIS Reach 2 In Discovery

Attachment file too big

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Supplier invoice processed through APInbox with incorrect currency

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.
Guest 11 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 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

management reporting to be inclusive of VAT

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Better Communication of Updates

If you run an update on the system communicate with schools and explain what the impact might be instead of us trying to solve an issue that has never arisen before with parents receiving messages
Guest 11 months ago in IRIS Reach 0

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review