iFinance

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

6 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 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

4 VOTE

Company logo in new user interface IQ

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.

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

3 VOTE

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.

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

24 VOTE

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 1 year ago in IRIS Ed:gen & iSAMS / iFinance 6 Good Feature

3 VOTE

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

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

11 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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

2 VOTE

Email Log ability to view emails sent

We should be able to see each others email log and be able to open the email sent from the system

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

2 VOTE

Document preview window when entering debit notes

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

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

5 VOTE

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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