Submit Idea
SUBMIT IDEA

Clear

Pinned ideas

View all
PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
Share feedback 0
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
Share feedback 1

Ideas

    Showing 336 of 3377

    Sync Now Button and a date/time stamp of last Sync

    For Admin Users only, but knowing when the data was last updated and being able to update it when designing reports would be useful
    Guest about 1 month ago in IRIS Central / App 0

    Show who is logged into the system

    It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...
    Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

    Compliance activity to be frozen

    Freeze the activity part to the compliance so when you move the bar across the bottom you can still see the activity
    Guest about 2 months ago in Every Compliance / Compliance 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

    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 2 months 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 about 1 month ago in IRIS Parentmail 0

    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

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

    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