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iFinance

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Email Log ability to view emails sent

We should be able to see each others email log and be able to open the email sent from the system
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Document preview window when entering debit notes

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Purchase order approval - already approved message

When a Purchase order has already been approved and the user clicks to approve from the email they get the following message ( See attached) Could this be changed as it is not very user friendly.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 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 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Apinbox issue notification

Please could there be some sort of pop up notification when IFinance are aware of an issue to prevent us bothering our internal IT teams. For example, when there is an issue with the APInbox. It is frustrating when I log an issue and IFinance are ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Report Manager > Bespoke > Budget Holder by Approver

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Next