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iFinance

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Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

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

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

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 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Ability to claim for expenses on the web

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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 over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next