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Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Statement reconciliation on i Finance

We have noticed some errors on processing purchase ledger when we amend VAT or when the invoice VAT value has to change. We want to move to only paying purchase ledger accounts when reconciled to supplier statements. Is there any control function ...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Two tick box options for one payment item

I would like to create a payment item with two options to tick - eg size and colour. This is for our leavers hoodies - we have to set up a form with size and colour, and then a seperate payment for the hoodie price. This usually means that a paren...
Guest almost 2 years ago in IRIS Parentmail 0

Set a date that a price for dinners can be increased on

We have increased our dinner costs from 1 April. We thought if we updated the system on 1 April that would be fine but the system has charged everyone from 30 & 31st March the updated price. Can this be looked at that you can set a date when y...
Guest 6 months ago in IRIS Parentmail 0

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 almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 2 Next

PO number sorting

It would be very useful to be able to sort the POs by number. Currently the system has no ability to recognise different number of digits and sorting doesn't work. I am currently using the date sort but the other day there was a glitch, which high...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Tick Box to change the view between outstanding transactions and all transactions AP & AR

Change the drop down box to a tick box for changing the view between outstanding transactions and all transactions in AP & AR. This is minor but will have a big impact to those who regularly use the system.
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Warning for Cancelling Parents evening booking for parents

Raised on behalf of St Joseph's Catholic Primary Academy: Parents can very easily cancel their bookings without realising (like double tapping or accidentally hitting cancel when they go back in to check the time they selected) but nothing comes u...
Guest almost 3 years ago in IRIS Parentmail 1 Awaiting Prioritization

Lock down of BI/GL that PO inputters see

Only allowed PO inputters to see the GL/BI codes assigned to them
Guest about 4 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Later

Provide a View Recipients button when a form has been submitted, to check who has read the form.

I can check which parents have read an email I have sent, but I can't check who has read a form. I can only see when they respond.
Guest over 1 year ago in IRIS Parentmail 1 Planned