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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
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Ideas

    Showing 186 of 3284

    bulk import documents

    Customer requested that it be developed whereby there is a way to bulk import documents into the Policy & Documents module in Compliance. He has many documents & policies that he needs to move across and it will take him a long time to com...
    Angela Herbert 5 months ago in Every Compliance / Documents 1 Will not implement

    management reporting to be inclusive of VAT

    Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...
    Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    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 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    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

    Compliance - Asset Financial Categories reporting

    Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...
    Angela Herbert 6 months ago in Every Compliance / Assets 0

    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

    Asset locations syncronising into the location field in an incident record

    This will enable consistency for reporting purposes as this is currently a free text field.
    Bradley Allen 6 months ago in Every Compliance / Incidents 0

    Asset disposal - revisit to add a description (reason)

    After an asset has been disposed of it isnt currently possible to revisit it and add a reason why. Customer today had a few that he wanted to do this to but wasnt able to.
    Angela Herbert 6 months ago in Every Compliance / Assets 0

    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

    Increase the character limit in Accounts Receivable sections

    We are unable to synchronise contact details from ISAMS to IQF for certain contacts as there are over 50 characters. This does not meet our needs as we need to input the full legal names and addresses on our database
    Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review