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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
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PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...
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Ideas

    Showing 383 of 3361

    GL drill down to include a subtotal

    When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum
    Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    Change the wording used in the email generated when a form is sent so it does not read Dear (surname)

    Currently when a form is sent the parents are sent an email which begins: Dear (surname). This looks quite unprofessional and we would like to either change it to include the salutation first or change it to parent/carer.
    Guest 28 days ago in IRIS Parentmail 0

    Applying VAT to journals

    Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
    Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

    Service Level Agreement Tracking (Within Issues)

    One key limitation of the issues tracking module is a lack of being able to monitor each ticket against an SLA. It would be helpful if an SLA could be assigned to each ticket which shows a countdown of time remaining to allow closer monitoring, pr...
    Guest about 1 month ago in Every Compliance / Issues 0

    SSO Log in on iFinance simplification of log in Screens

    We have recently set up and enabled SSO for iFinance. When we click on the SSO sign button, we are directed to a sign in screen where we need to input out email address, and then click sign in. This seems like a redundant process and so it would b...
    Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    A report in Contracts that can be filtered to show criteria ie >£100K

    The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K
    Angela Herbert about 2 months ago in Every Compliance / Contracts 0

    Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)

    Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
    Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    Duplicate Invoice Number checks POIN against PI

    Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
    Guest over 1 year ago in IRIS Financials / Future development 2 In Development

    Amending BI / analysis code

    It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
    Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 7 Good Feature

    Auto refresh

    It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
    Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review