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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

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Allow uploaded documents to be viewed without downloading

It seems dangerous to force users to download documents regarding concerns rather than have a default option to view them in a browser without actually downloading it.. Whilst it is not iSAMS' concern what happens to a document after it has been d...
Guest almost 6 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 0 In Discovery

Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Automated Direct Debit update

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 In Discovery

Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Purchase order approval - already approved message

When a Purchase order has already been approved and the user clicks to approve from the email they get the following message ( See attached) Could this be changed as it is not very user friendly.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

make the overview page searchable

One of my colleagues has noted that as we are using wellbeing manager more and more it is becoming increasingly difficult to identify the concerns that are relevant to him in a timely manner. He wondered if it would be possible to add filters on t...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Wellbeing Manager 2 In Discovery

Fixed Asset Disposal

Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery