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Remove school prefix from supplier account numbers

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
Guest about 1 year ago in IRIS Financials / Future development 1 Already exists

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 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Improved User Management

We would like the ability to be able to manage users ourselves for IRIS Analytics. By this I mean - setting up new users, deactivating users that have left, and resetting passwords for existing users. At the moment, these requests are handled by s...
Hannah Matthews over 3 years ago in IRIS Analytics & Reporting 2 Already exists

Compliance - Asset Financial Categories reporting

Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...
Angela Herbert about 1 year ago in Every Compliance / Assets 0

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 5 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

FORMS - parent must complete required fields before proceeding through form

For required fields, parents should not have option to proceed through form until they complete the individual 'required field'. When they skip options and move on, Submit button is then greyed out and it is not clear what info is missing
Dawn Dudley over 2 years ago in IRIS Parentmail 0

Two authorisers on a bulk payment

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

Approver check

Could we potentially have a flag check when setting a user as a Cost Centre Approver, to check if they have an approval limit / Holiday Approver?
Guest over 1 year ago in IRIS Financials 1 Will not implement

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 over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 4 Good Feature

Budget check percentage

Seems to have lost the ability to apply the budget check/enforce to a percentage of the total budget. Can this be reinstated?
Guest over 1 year ago in IRIS Financials 0 Under Investigation