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iFinance

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Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

Customer Statement

I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Microsoft Single Sign On for iFinance

With so many College wide systems now using Microsoft Single Sign-On with two-factor authentication, it would be really useful to enable this functionality on iFinance, thus leveraging Microsoft's MFA as well. As a finance system, it's crucial the...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Now

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

General Journal - repeating over months

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Two authorisers on a bulk payment

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature