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working on sales Accounts, it reverts to beginning of list all the time

Is it possible when working on sales accounts and clearing entries via matching that once you have done one it goes back to the list where you was. I'm currently working on G and every time I complete and clear lines on one billing account it then...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Purchase Approver Departments Listing

In individual purchase approver accounts within Approver Setup please could you list the departments that they are attached to. We have just had a member of staff leave but can't remove them as an approver as we can't workout which department they...
Guest 26 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

A select all to submit all invoices still awaiting approval.

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Item invoice screen refreshes to top after every time an invoice is resubmitted for approval

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

ability to delete/ recall emails

We need the ability to delete emails once they have been sent, if there is an error in them, the function to recall/delete from parents accounts area.
Caroline Newman 7 months ago in IRIS Parentmail 0

Ability to create forms with branching login

It would be useful to be able to build nore complex forms withing ParentMail. With branching capabilities. Most forms we create required some form of branching. It would be useful if this was all contained within ParentMail - rather than have to u...
Guest about 1 month ago in IRIS Parentmail 0

Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 3 In Discovery

Create one form to use across multiple sites instead of creating one for each site.

When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.
Jeannie Peace over 1 year ago in IRIS Parentmail 0