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The ability to download bulk emails from Ifinance

You can only see the body of the message sent and the attachment and can't download the email to be able to send it onto the debtor via another email chain
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 4 Awaiting Review

Automatically resize attachments on the expense app

When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Make Audit Log available for workflow approvals.

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amalgamate multiple invoice entries into 1 in GL

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 3 Awaiting Review

Ability to test camera and speaker prior to parents evening session starting

Could users (both teachers and parents) be given the option to test out their camera and speaker prior to the parents evening session starting? Other systems do this and it would stop time being wasted within the appointment due to a user not havi...
Guest 20 days ago in IRIS Parentmail 0

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 about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 8 Good Feature

Ability to disable non-SSO sign in functionality when SSO is enabled

When SSO is in use, there should be an option to disable the non SSO login option to reduce confusion and increase security
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

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 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Remove leavers from 'Balance adjustment tool'

I have leavers from 2018 who are deleted from users list but still showing up on 'Balance Adjustment Tool' as 'deleted from system'. The Chat Expert said they will come off soon but i have people on that list from 2018.
Guest about 1 month ago in IRIS Parentmail 0