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PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

Ideas

Showing 328 of 3335

KPI issues reports for all schools in MAT

At the moment we can only get reports on each school site. As this is a MAT tool I would like a KPI issues report that pulls all school data together. This can be done with the compliance, so an issues report would benefit too.
Guest 20 days ago in Every Compliance / MAT Admin 0

Open more than one bulk payment for the same bank

Dear Development Team, Would it be possible to have several open bulk payments for the same bank (Purchase Ledger) ? We have several employees that are preparing bulk payments at the same time or sometimes we need to create one bulk payment per cu...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 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 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Days to Pay report

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...
Jamie Vincent 23 days ago in IRIS Financials / Future development 1 Under Investigation

Enable activities and issues to be assigned to user groups rather than one person

Adding this feature in would enable teams to be responsible for activities rather than named individuals and if it was possible to show who had reviewed or actioned items this would also be useful. Issues are rarely dealt with by one person. At th...
Guest 2 months ago in Every Compliance / Issues 0

Wider Search Options in Purchase Ledger

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...
Alex Brace-Wyman about 1 year ago in IRIS Financials 3 Planned

Trust contracts to share to multiple properties

The customer would like the ability to create a Contract at MAT level then distribute it to a number of schools in their Trust.
Angela Herbert about 2 months ago in Every Compliance / Contracts 0

Be able to create Checklists in contracts to record items that need returning to supplier

Be able to create a Checklists in Contracts module to enable the customer to record items that need returning to supplier. Similar to in Activities.
Angela Herbert about 2 months ago in Every Compliance / Contracts 0

Checklists

When a property completes a checklist from a compliance eg Daily Checks, these are usually Yes and No answers. When an item on the checklist flags red, this doesn't notify anybody at MAT level. This stays with the property and it is assumed that t...
Guest 24 days ago in Every Compliance / Compliance 0

Checklists

Can checklists added to an activity that get updated at MAT level automatically filter down to each property without having to unmap and re-map the activity. The responsible person is then in my email but this needs to be the individual property e...
Guest 24 days ago in Every Compliance / Compliance 0