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Restrict 'Move' on REG Documents

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)
Guest about 2 months ago in IRIS Financials 1 Under Investigation

Supplier refunds included in payment run if a credit note is not received in time to reconcile.

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Document Emailer located in Purchasing Suite

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...
Angela Herbert about 1 year ago in IRIS Financials / Future development 0 Planned for a future major release

Option to refund account balances for dinners

It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.
Jeannie Peace 9 months ago in IRIS Parentmail 0

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

Email from the new workflow approval system looks to come from recipient

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Filter parents by group

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.
Jeannie Peace 11 months ago in IRIS Parentmail 0

Rewards & Conduct - by subject and teachers

Can subjects and teachers be available as a data point in the Rewards & Conduct section of Central data points please.
Daryl Brandy about 2 years ago in IRIS Central / Analytics 1