iFinance

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

10 VOTE

Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...

Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

8 VOTE

General Journal - repeating over months

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.

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

4 VOTE

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.

Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

12 VOTE

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...

Guest over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

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

3 VOTE

Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...

Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

2 VOTE

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

1 VOTE

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

Lock down of BI/GL that PO inputters see

Only allowed PO inputters to see the GL/BI codes assigned to them

Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Later

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