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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 almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

More flexibility to be able to close register choices & change price banding

We have issues as we need to close the ordering for hot meals on the Tuesday for the following week. We would like to be able to close ordering for a week not in days. We need to order a week in advance. Because we can't close a week we have paren...
Helen Singleton over 2 years ago in IRIS Parentmail 2 Awaiting Prioritization

Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 7 months ago in IRIS Financials / Future development 0 Under Investigation

Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham 7 months ago in IRIS Financials / Future development 1 Planned for a future major release

Raise a document whilst reconciling the bank statement

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Guest over 2 years ago in IRIS Financials 2 Planned

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Purchase Window 'Viewable to' should remove items even when paying instalments

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.
Guest 8 months ago in IRIS Parentmail 0

Allow bulk delete of Payment Alerts

I'd like to be able to select all the Payment Alerts and Accept them in one go
Guest 8 months ago in IRIS Parentmail 0