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PINNED Gathering Feedback - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...
PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

Ideas

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Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

iFinance User Group Forum

A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Voluntary Contribution Payments (NOT DONATIONS)

The Village (Prince Regent Street Trust) have requested to be able to set up a trip with a value, which is a voluntary contribution. Some parents can't pay anything toward the trip, some parents can partial pay or pay in full. Suggestions so far; ...
Sharmaigne Watson about 1 year ago in IRIS PlusPay 0

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

compliance text

suggestion is to make the text a lot larger the text was larger two weeks ago and for some reason this has changed on all my colleague compliance matrix
Guest about 2 months ago in Every Compliance / Compliance 1

Status on summary table in Contracts

To have the ability to view the current status of a contract on the summary table ie overview of whether is Live, Ceased, Notice given
Angela Herbert about 2 months ago in Every Compliance / Contracts 0

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review