Currently, the SCR is fully compliant for state schools. Further enhancements are required to make this compliant for independent schools. Current workaround is for the school to add in additional checks themselves, instead of the checks being the...
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
cancelation of part invoiced / delivered goods received notes
When an order is raised for a quantity of 10 items and the supplier is only able to deliver and invoice 8 of these it would be really good if you could just cancel the remaining 2 items instead of having to take the remaining 2 items into an invoi...
Allow purchase documents to be converted to different accounting documents
Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...
The ability to add balances of 'general leave' in addition to holiday balances, where a HR manager can make the decision if this type of leave is allowed i.e. compassionate and if the member of staff has used up their paid for 'compassionate leave'
There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.
Jamie Vincent
over 2 years ago
in IRIS Financials
3
Under Investigation
Report Manager > Bespoke > Budget Holder by Approver
All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...
Request to toggle if the automatic self-certification email is sent to employees following sickness absence. This may not be a required process for some schools.
Granular Permissions for Employee Record Visibility
Request to introduce more granular permission settings for my portal/ View all employees that allow separation of visibility between personal details (e.g. contact info, ethnicity) and contractual/salary information. Currently, visibility is all-o...