iFinance

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

14 VOTE

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

4 VOTE

Inactive VAT Codes

Dear Kim & Kate Can I please make a suggestion that VAT codes can be made inactive when no longer in use so that they do not appear within the VAT code dropdown menu when raising POs, sales & purchase invoices. Due to our school falling un...

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

6 VOTE

Improvements to the VAT Audit Trail Report

The new VAT audit trail report is fantastic, thank you for adding it. It will making our partial exemption workings much easier. Please can I suggest a few small improvements to make it even more user friendly? Please could you: 1) Add a report fi...

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

12 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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 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 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

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

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

1 VOTE

AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

Guest 20 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

9 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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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