iFinance

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Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

3 VOTE

Default GL Code for Item Invoices/AP Inbox

Please could a default GL Code for supplier invoices be made available for the Item Invoice/AP Inbox function. It would greatly improve processing speed if you could as we have a large number of suppliers that are only ever put to one code. It alr...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

8 VOTE

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.

Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

4 VOTE

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

2 VOTE

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

1 VOTE

Fee Billing cycle name for reference in customer statement

Whenever we post the invoices issued from Fee Billing (iSAMS) to iFinance, the Our Ref / Internal Ref field in the customer statements is filled with the invoice number in iSAMS. But there is no description whatsoever on what this invoice is for o...

Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1

6 VOTE

Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...

Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

13 VOTE

Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...

Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

4 VOTE

Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

1 VOTE

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...

Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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