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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...
PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

Ideas

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Ability for a teacher to flag a set or single report as 'not required'

Given that it is not possible to exclude sets from allocations (see, e.g. https://ideas.isams.com/ideas/MIS-I-2889) nor specify which teachers should write reports for a set (see, e.g. https://ideas.isams.com/ideas/MIS-I-1352), please could consid...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Reports Wizard 1 Next

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

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