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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 - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

Ideas

Showing 229 of 3564

Incidents - a way to notify parents

My customer today (The People's Trust) currently use Arbor to send parents notifications of incidents involving their child. They would like a way for Every Compliance to also do this ie download a report that they can then email the parent or hav...
Angela Herbert 2 months ago in Every Compliance / Incidents 0

Mark as Read for Staff

We would like the ability for Admin users to mark items as read on behalf of other staff. This would benefit as staff have to reconfirm they have read a document if we have uploaded a new version, for instance, a formatting change or a single word...
Guest about 1 month ago in Every Compliance / Documents 0

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Activity Completion

Once completed an activity return to the page where all activities are listed rather than staying on the completed activity page
Guest about 1 month ago in Every Compliance 0

Debtor Transaction Allocation Option

Importing Bank statements automates the process to an extend. However, this currently still leaves the problem that Receipts are not allocated to transactions. This, in turn, has a severe impact on the age analysis. One option is to have the syste...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fixed Asset detail

It would be useful to be able to run a report where you can choose an asset and then show all activity against it ie the breakdown from cost to net book value
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 6 In Discovery

Critical Improvements to the VAT Audit Trail Report

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Credit limit Notification

At present, when the credit limit is getting low there is no notification, so we only find out that we have run out of credits when an employee informs us that they cannot complete their training due to insufficient credits. The administrator shou...
Guest about 1 month ago in Every Compliance / E-Learning 0