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Drag and drop capability iFinance

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 3 Awaiting Review

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Customer/Supplier Transaction Default Filter to All Transactions

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 4 Good Feature

Link Payments and forms

I requested this nearly a year ago but please can we get a link between payments and forms? eg selling tickets to a PTA disco automatically sends them to the form for dietary and contact info for that event. The admin and time spent contacting par...
Rea Kelly almost 3 years ago in IRIS Parentmail 3 Planned

Download Senders list

In a previous version of ParentMail I was able to download a list of names that a mail had gone to and export to to send to a third party
Guest 4 months ago in IRIS Parentmail 0

Fixed Asset detail

It would be useful to be able to run a report where you can choose an asset and then show all activity against it ie the breakdown from cost to net book value
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Filter parents by group

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.
Jeannie Peace almost 2 years ago in IRIS Parentmail 0

Attachments

When we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...
Sarah Egginton about 3 years ago in IRIS PS Purchasing 2 Under Investigation