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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

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Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers

We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Gathering Feedback - Foreign Currency (FX) Journals

Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Gathering Feedback - Allow allocations in a closed period

We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Update pupil audit record for all with shared contact

I have updated the country on a parent record. This has been correctly recorded in the audit trail for this pupil, however there is no audit record for the sibling, and their contact was also updated. If a change is made to a contact record, it wo...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Blocking / Hiding reports access for certain staff

Hiding or blocking access to Report Wizard for certain staff members/teachers after a certain date.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Reports Wizard 1

Search Function Is Inconsistent

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

KPI issues reports for all schools in MAT

At the moment we can only get reports on each school site. As this is a MAT tool I would like a KPI issues report that pulls all school data together. This can be done with the compliance, so an issues report would benefit too.
Guest 20 days ago in Every Compliance / MAT Admin 0

Contact pupil's current teacher

When contacting a pupil's teachers via the wizard bar it would be great if there was an option to email only the teacher that is currently scheduled to be teaching the pupil. This would be particularly useful for our learning support team.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Enquiry date end point be added for current pupils (REST API)

Please could the enquiry date be added as a end point in the REST API for current pupils? Thanks
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review