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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 - 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...

Ideas

Showing 305 of 3506

Approval Levels

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...
Guest almost 5 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Becky Graham 10 months ago in IRIS Financials / Future development 0 Under Investigation

When searching periods could you add "Prior Year" as a factory set option.

When searching periods could you add "Prior Year" as a factory set option.
Jamie Vincent over 2 years ago in IRIS Financials 2 Already exists

Purchase ledger short cut

There must be a quicker way to get to the Purchase ledger.
Jamie Vincent over 2 years ago in IRIS Financials 1 Planned

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to change column width within Business Intelligence Setup page

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Ability to hide specific users from appearing as an available approver to set on an account.t

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...
Becky Graham 11 months ago in IRIS Financials / Future development 1 Under Investigation

Ability to Print off Reconciled Items during Bank Rec.

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...
Guest over 2 years ago in IRIS Financials 1 Planned