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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...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

Ideas

Showing 197 of 3335

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Save the Children as a Charity Partner

Breakwater Academy would like to request Save the Children as a Charity partner so that they can complete fundraising activities with ease.
Guest about 2 years ago in IRIS PlusPay 0 Will not implement

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Menu Changes - Email

Kernow Learning Trust have commented that every time a menu change is edited into the Register Schedule, parents are emailed about this. If they are changing all items on a menu, across a week, this generates many emails per child. Could there be ...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 1

Register Changes - Childcare Vouchers

Kernow Learning Trust (and many other schools) have taken the decision to create 2 registers for their breakfast club, and 2 for their after school club. Since they don't want ALL parents to have access to the debt threshold necessary for childcar...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 1

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Allow separated parents to make separate payments

Where parents are separated, and one parent is in receipt of childcare vouchers and the other does not. Currently, both parents have access to this balance. Is it possible to add a button into the checkout, giving a choice of being able to draw do...
Sharmaigne Watson over 1 year ago in IRIS PlusPay 1

Useful printouts

Could you make it so that we can print out conversations (eg an email or text we have sent or received) without all the random stuff that comes out at the top of the page. I have attached screen shots of what I get but have to print out 2 pages to...
Denise Bickley over 2 years ago in IRIS Reach 3 Will not implement

Ability to bulk produce and email the Purchase Commitment by Approver report

It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...
Guest over 5 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Audit trail of comms by user, not date

There is no way to see all the communications sent by an individual user. It's always by date and type and often we don't know when and how it was sent. This happens regularly in school and it's hard and slow to find.
Guest almost 3 years ago in IRIS Reach 1 Planned