iFinance

Showing 109

Critical Improvements to the VAT Audit Trail Report

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

8 VOTE

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

11 VOTE

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

13 VOTE

Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

10 VOTE

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

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

1 VOTE

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 28 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

Guest 28 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

10 VOTE

Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

13 VOTE

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Please enter your email address

FILTER BY CATEGORY