iFinance

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

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 3 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

1 VOTE

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...

Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

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

4 VOTE

Active / inactive toggle on VAT codes

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

13 VOTE

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

6 VOTE

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.

Guest 8 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 about 1 month 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 about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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