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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
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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...
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Ideas

    Showing 335 of 3543

    Ability to view amend and forget memorised auto-postings from a complete list of saved data

    It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
    Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

    To have the ability to log people out from Active Session screen

    Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen
    Angela Herbert over 2 years ago in IRIS Financials 0 Under Investigation

    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

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

    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

    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

    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

    Report to show which parents/families have not downloaded the ParentMail app

    The overview on Parent Mail shows the percentage of families that are using the mobile app but is doesn't show you which families they are. It would be very handy to have a report that shows the parents that have/have not downloaded the app so we ...
    Guest over 1 year ago in IRIS Parentmail 0

    More flexibility to be able to close register choices & change price banding

    We have issues as we need to close the ordering for hot meals on the Tuesday for the following week. We would like to be able to close ordering for a week not in days. We need to order a week in advance. Because we can't close a week we have paren...
    Helen Singleton over 2 years ago in IRIS Parentmail 2 Awaiting Prioritization