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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
PINNED 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...

Ideas

Showing 332 of 3335

Way to track expiry dates of documents from suppliers

My customer felt that there should be a way for her to check that documents (ie Public Liability documents) that have been submitted in the Suppliers section Business Admin are still in date. At the moment it is possible to miss that a document ha...
Angela Herbert about 1 month ago in Every Compliance / Business 0

Replace references to "Azure AD" with "Entra ID"

iSAMS has a couple of references to Azure AD, which was retired back in 2023, with Entra ID being its successor. Could we loose the references to Azure AD? Replacing them with either "Entra ID" or "Sign in with Microsoft"? https://devblogs.microso...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Bulk Allocation

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

User accounts audit logs

We've had a number of instances of parents being unlinked from their children within the Parent Portal, which we only ever find out when the parents contact us. Recently, a few days before A-Level results, we had a similar issue with a few Student...
Neil Williams 5 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Multiple Security Profiles

It would be useful to be able to have a User attached to multiple Security Profiles so we don't have to make so many. For example the Boarding staff are compromised of Teachers and Support Staff. So we currently need to have a Teachers profile, a ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Audit trail for global lists

We sometimes get different versions of country names added. Before deleting the extras, I'd like to check with the person who added them, to find out where and why it was used. It would be really helpful to have txtSubmitBy and txtSubmitDateTime o...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

iFinance User Group Forum

A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Enable searching by E-Mail Address and iSAMS Username

Hello In the Control Panel, navigate to User Accounts. We would like to enable searching by E-Mail Address and iSAMS Username, as currently, searching is only possible by last name!! Best Regards
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature