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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, ...
PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

Ideas

Showing 190 of 3335

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

Repolling

Please can you add a facility to repoll documents for authorisation (Non order invoices and purchase orders) by user rather than having to do it for each individual document.
Claire Shadbolt almost 3 years ago in IRIS PS Purchasing 6 Planned

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

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Access/ Viewing Restrictions on the GL Listing

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Linking a PDQ machine (card payment machined) to ParentMail

To be used for payments made for pre-loved uniform, refreshments at events etc
Guest 6 months ago in IRIS PlusPay 0 In Discovery

AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Automatic discount rules on siblings

The ability to automatically apply a discount on a sibling on an item or a in a club i.e. if sibling 1 has purchased something, then apply a discount to sibling 2, then a a further discount to sibling 3, when they purchase the same product in a ba...
Bradley Allen 7 months ago in IRIS PlusPay 0 In Discovery

Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Training Notes

Create PDF versions of the training notes that can be shared with colleagues. Currently when printing as a pdf the format doesn't align to be able to read the notes clearly.
Claire Shadbolt almost 3 years ago in IRIS PS Purchasing 1 Under Investigation