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Scheduling and setting up training in advance

It would be useful to be able to plan and schedule training for the year in one go say in the summer holidays and then have the course reminders go out as per the schedule as and when they were due.
Guest 6 months ago in Every HR / Training & CPD 0 Awaiting Review

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Company logo in new user interface IQ

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

Fix reports to allow & in the description

using & causes the narrative to change to &amp: when exporting using excel. This is problematic as we need to keep descriptions relatively short.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Training for each user on one page

It would be so much easier to have the system set up where you had one page for each user that you could add courses to and change anything to do with start dates etc , also take reports from without having a seperate page for every action. For ex...
Guest 3 months ago in Every HR / Training & CPD 0 Awaiting Review

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Automatic assignment of tasks to individual Line Managers

Please can you considering including a feature within Tasks whereby if for example some one leaves, the Task can be pre-assigned to their Line Manager. Currently, the only way to do this is to individually select the Line Managers name and task ha...
Carmel Hopkins 6 months ago in Every HR / Task Management 0 Good Feature

iFinance User Group Forum

A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery