iFinance

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Fixed Asset Disposal

Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.

Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

1 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 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.

Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

1 VOTE

Customer Statement

I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...

Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

4 VOTE

Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...

Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

8 VOTE

Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...

Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

7 VOTE

Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...

Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

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