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Purchase Ledger Suppliers balance to include not yet approved

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Global Lists - automatically map Countries for CTF, DfE and ISC

With the help from AI, would it not possible to map the Countries in Global Lists automatically for the CTF, DfE and ISC fields, rather than mapping it manually.
Guest 11 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Email Log ability to view emails sent

We should be able to see each others email log and be able to open the email sent from the system
Charlotte Austin 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Document preview window when entering debit notes

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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

Clone User Profile - Safe impersonation

Please could we be able to clone a user so we can login and see what they can? This would copy all module granular permissions as well as Security and User groups. We can safely delete this temporary user after investigation without compromising t...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 1 In Discovery

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add pupils' preferred name to all email templates

Students' preferred names are important for our school. Since we are one of the international schools in China that use Chinese names for surname & forename, English names for preferred names. When our foreign teachers receive emails generated...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Scheduled Send for Email Manager

It would be really useful if we could save a template email (or draft a new email) and have it sent out on a schedule.
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 2 Good Feature