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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
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PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...
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Ideas

    Showing 235 of 3575

    Ability to claim for expenses on the web

    Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
    Guest about 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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

    Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

    To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
    Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

    Creating groups to help cleanse data

    Is it possible to create groups in the dataset to help cleanse the data and reduce the number of items? Examples Ethnicity (would be good to have 3 most common + other – for us this is White British, Pakistani, Indian, Other). Having lots of small...
    Chris Burland almost 2 years ago in IRIS Central / Analytics 0

    Allow users to reset their own password

    Allow active PS Online users to request a password reset to the email address that has been set up in the user ledger. As an administrator I am frequently asked to reset a password because they have forgotten. If they could request a reset to thei...
    Julie Fry about 2 years ago in IRIS PS Purchasing 1 Planned

    Year group auto filters

    The ability to filter data automatically based on what year group you are in. Currently you can only do this by school. this will remove the need of creating duplicate dashboards with filters, per year group.
    Bradley Allen 8 months ago in IRIS Central / App 0

    Create reports on Teaching Manager data

    It would be very useful to see data from Teaching Manager across multiple schools in Central. The type of data that would be useful would be: List of subjects (similar to the Simple Subject Report on iSAMS) Number of teachers linked to a subject (...
    Sean Corrigan over 2 years ago in IRIS Central / Analytics 0

    Add number of families (family ID)

    It would be great if Family ID could be added so that we can display the number of families in the school.
    Sean Corrigan about 2 years ago in IRIS Central / Analytics 0

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

    Item Credit Notes Should be Able to Be Sent for Approval using the new Workflow

    Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.
    Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review