iFinance

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Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.

Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

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

7 VOTE

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

7 VOTE

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.

Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

2 VOTE

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

13 VOTE

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 about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

5 VOTE

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 10 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

3 VOTE

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

2 VOTE

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

4 VOTE

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

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