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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
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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...
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Ideas

    Showing 282 of 3368

    Prepayments report

    Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.
    Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

    At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...
    Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    iFinance User Group Forum

    A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...
    Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    It would be helpful to be able to import data from other sources e.g. via a spread sheet.

    No description provided
    Owen Mather about 2 years ago in IRIS Central / App 0 Planned

    VAT rates descriptions are missing on sales invoice templates

    The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...
    Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

    Voluntary Contribution Payments (NOT DONATIONS)

    The Village (Prince Regent Street Trust) have requested to be able to set up a trip with a value, which is a voluntary contribution. Some parents can't pay anything toward the trip, some parents can partial pay or pay in full. Suggestions so far; ...
    Sharmaigne Watson about 1 year ago in IRIS PlusPay 0

    Receipt Publishing

    Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
    Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

    Allow negative values when posting lodgments from bank feed

    When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
    Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

    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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

    Improve Bank Transaction Date Accuracy in AIQ

    There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
    Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review