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Identify Service on Order so that no GRN is required

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...
Guest about 3 years ago in IRIS PS Purchasing 5 Planned

Override purchase invoice due date

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

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 about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

Purchase Ledger Suppliers balance to include not yet approved

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fixed Asset Disposal

Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Sign off from emails

Hello, it would be really useful if Parent Mail had an in-built in signature which all users who login in to the Marshgate account automatically have. For example, I copy and paste this into the end of all our emails: Marshgate Primary School 157 ...
Guest 9 months ago in IRIS Parentmail 1

Parents can only receive a form if already registered

If a parent has not registered with Parentmail they do not receive a FORM electronically - system produces a paper copy. Is there any way to be emailed the form with a message saying e.g. "to complete form, please register for an account".
Dawn Dudley almost 2 years ago in IRIS Parentmail 1 Awaiting Prioritization

Excluding Supplier from Approval in PL

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

General Journal - repeating over months

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.
Guest about 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery