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PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...

Ideas

Showing 295 of 3462

See opening and closing balances during the reconciliation of bank statements

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert over 2 years ago in IRIS Financials 1 Under Investigation

Attachment file too big

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Bring back 'as at' enquiries!

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...
Guest about 2 years ago in IRIS Financials / Future development 0 Awaiting Prioritization

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Links tabs in purchase ledger

In V6 there were GRN and PO tabs available but these are not in the links to make it quicker to get to when looking at a suppliers history. Can they be added into the Links > Extensions
Angela Herbert about 1 year ago in IRIS Financials 2 Under Investigation

Help option when you select a function or go to complete a transaction it will then attach the help to guide.

If when you say go to enter an invoice a wizard tool appears with the option of an how to guide attached to it would really help with training and development on IRIS financials. It would also allow a standard way or working. This could also be us...
Guest over 1 year ago in IRIS Financials / Future development 1 Under Investigation

Access/ Viewing Restrictions on the GL Listing

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Angela Herbert about 1 year ago in IRIS Financials / Future development 1 Will not implement

Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham about 1 year ago in IRIS Financials / Future development 2 Awaiting Further Feedback

Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest 7 months ago in IRIS Financials / Future development 1 Already exists