Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.

Customers, and I, would like to be able to view the IRIS Financials (EDU) over multiple screens ie main desktop on one screen and other drop down options on a 2nd monitor. Currently they all load on the screen that has the main landing page on it ...

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

When using the Embed All Documents option at Trust level, you can only filter the documents by Category. However, when using the Embed All Documents at property level, you can only filter the documents by Type (despite the default option saying 'A...

We should be able to see each others email log and be able to open the email sent from the system

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Have a link to HR that can work out shift patterns and allocate the correct person to an activity by whether that person is on shift that day/time. The customer would like it so that the activity gets allocated to a person currently and if that pe...

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...

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...