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Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Access/ Viewing Restrictions on the GL Listing

On a user profile if the GL listing is ticked it would be useful to restrict the view of some of the nominal accounts that the user is able to view and therefore only allow them to view a selection of nominal accounts for example all the codes und...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

All data to be newest first

invoices and SMS are listed oldest first, reports and emails newest first. All of these should be newest first as parents will normally be interested in the latest info.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Supplier invoice processed through APInbox with incorrect currency

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

management reporting to be inclusive of VAT

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add opening and closing times to Electronic Forms

We carefully choose our opening times for some of our electronic forms as we use them for booking activities. Often these times are around 18:00 or 19:00 in the evening for fairness for working parents. As there is no currently no time setting for...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review

Cloud Portal Timetable Display and Export format

We previously used a table format for the timetable on the old portal, which was significantly easier to view. In contrast, the new version displays the timetable as a day list, which is more difficult to navigate and less clear at a glance. Based...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review