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Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Change iFinance address fields so that they match iSAMS address fields

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Create one form to use across multiple sites instead of creating one for each site.

When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.
Jeannie Peace 10 months ago in IRIS Parentmail 0

GL Extract

Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Amelia Okeke about 1 month ago in IRIS Financials / Future development 2 Already exists

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Duplicate Invoice Number checks POIN against PI

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
Guest about 1 year ago in IRIS Financials / Future development 2 Under Investigation

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 6 Good Feature

Amending supplier bank details without the rest of the Admin functionality

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?
Guest 19 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman 12 months ago in IRIS Financials 1 Under Investigation