iFinance

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Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

1 VOTE

Budget holders access to all suppliers

Can we restrict the budget holders to only being able to see certain suppliers? I would want a budget holder only to see the suppliers allocated to them plus certain general ones such as stationery and Amazon. I do not want a budget holder to be a...

Guest 21 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

7 VOTE

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

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 22 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

Document preview window when entering debit notes

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

4 VOTE

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

3 VOTE

Purchase order approval - already approved message

When a Purchase order has already been approved and the user clicks to approve from the email they get the following message ( See attached) Could this be changed as it is not very user friendly.

Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

5 VOTE

Tax Codes on Approval Emails

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

3 VOTE

Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...

Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

5 VOTE

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 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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