iFinance

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Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...

Guest about 1 month 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 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

1 VOTE

Access/ Viewing Restrictions on the GL Listing

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...

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

6 VOTE

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

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

1 VOTE

AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

7 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 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

5 VOTE

Tax Codes on Approval Emails

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...

Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

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

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