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Additional Central Fields - Leavers

Please can you map the following fields for pupil leavers into Central: Future School Future School Type Future School Enrolment Date This would be really useful to enable us to keep track of where students go, but also for checking when t...
Guest about 2 months ago in IRIS Central / Analytics 0

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...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Data sheet

Magic Booking would let us print a data sheet for a child so our after school club managers could have it on file and get to easy if they needed to contact parents. This data sheet included the child's contact details, dietary needs etc. It would ...
Guest about 1 month ago in IRIS School Spider 0

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

downloadable files to be added to a tab on the page

At the moment, the attachments (PDFs) appear at the bottom of each class page as a list of downloads under “Files to download.” I was wondering if it would be possible to tidy this up by adding a tab or collapsible section at the bottom of the pag...
Guest about 1 month ago in IRIS School Spider 0

Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 4 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 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review