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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...

Ideas

Showing 302 of 3496

Ability to claim for expenses on the web

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
Guest about 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Purchase ledger default to all periods

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.
Jamie Vincent over 2 years ago in IRIS Financials 3 Planned

Central Function for Register Creation

Kernow Learning Trust (and other trusts) want to be able to create and manage the parameters of registers, whilst leavings schools to manage the day to day register functions. Kernow want for all schools to operate in the same way. We did discuss ...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 2

Payment Items - Deposit + Instalment Payments

Kernow Learning Trust (and many other schools) set up a residential trip where the number of deposits received determines the remaining cost of the trip. In this instance, all schools would need to create a payment item for the deposit, and then c...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 1

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Bank Reconciliation

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.
Jamie Vincent over 2 years ago in IRIS Financials 2 Planned

Automatic discount rules on siblings

The ability to automatically apply a discount on a sibling on an item or a in a club i.e. if sibling 1 has purchased something, then apply a discount to sibling 2, then a a further discount to sibling 3, when they purchase the same product in a ba...
Bradley Allen 8 months ago in IRIS PlusPay 0 In Discovery

Ability to 'fix' budget

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.
Guest over 1 year ago in IRIS Financials 0 Under Investigation

Option to restrict cancellation of bookings on Registers

Some schools require parents to book in advance, but as per their own school policies, do not allow parents to remove their bookings or amend their booked slots without speaking to school first. Having an option to prevent cancellation of bookings...
Guest 8 months ago in IRIS PlusPay 1

Approver check

Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?
Guest 8 months ago in IRIS Financials 1 Will not implement