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iFinance

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Save reports as favourites

Some departments require difference filters for example project codes. It takes time to select all the project codes for a filter. It would be better to be able to save those filters as a favourite.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 3

Payment Run BACS Files (should be read only)

The i-Finance Payment run BACS files should be read only! This is important for security, as someone could change the bank information on the file before being uploaded to the bank/BACS provider. The only indication this has happened is when a sup...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Active / inactive toggle on VAT codes

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Sync student "School Code" to iFinance

At the moment this has to be added manually using a custom field.
Sean Corrigan 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Fixed Asset Disposal

Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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