iFinance

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Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

13 VOTE

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

6 VOTE

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...

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

8 VOTE

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well?

Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

VAT In Purchase Ledger

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

8 VOTE

Prepayments report

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

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

26 VOTE

Bulk Allocation

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

8 VOTE

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

2 VOTE

PO number sorting

It would be very useful to be able to sort the POs by number. Currently the system has no ability to recognise different number of digits and sorting doesn't work. I am currently using the date sort but the other day there was a glitch, which high...

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

4 VOTE

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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