Submit Idea
SUBMIT IDEA

iFinance

Showing 42

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

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

Change bank rules

Once a bank rules is set up we cannot go back and change it, we have to wait until the next similar transaction comes through on the bank feed and remember to change it. It would be better to be able to access the bank rule at any time
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 2

iFinance Customer Portal

We have a School we bill through iFinance and there is a portal they use for the bills - unfortunately, there is no 'forgot password' button. Please can this be rectified as we do not have access ourselves.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 2

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

To be able to add Unallocated transactions in the purchase ledger column/grid

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Ability to change column width within Business Intelligence Setup page

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Lock down of BI/GL that PO inputters see

Only allowed PO inputters to see the GL/BI codes assigned to them
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Later

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

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature