iFinance

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Budget holders access to all suppliers

Can we restrict the budget holders to only being able to see certain suppliers? I would want a budget holder only to see the suppliers allocated to them plus certain general ones such as stationery and Amazon. I do not want a budget holder to be a...

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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

3 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 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

1 VOTE

Bulk Payment Batch Numbers

Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 8 months 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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

1 VOTE

Bulk send receipts via email

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...

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

1 VOTE

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice

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

1 VOTE

Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.

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

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