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PINNED 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...
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, ...

Ideas

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Longer descripton field on invoices

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer
Emilia Hodgson over 2 years ago in IRIS Financials 3 Awaiting Further Feedback

New VAT drop down in Bank Feed

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Restrict 'Move' on REG Documents

in V6, you could restrict access to users being ble to move documents from reg to books. theres no way currently to restrict the Move button on REG documents (under Documents - Register Documents)
Guest 4 months ago in IRIS Financials 1 Under Investigation

Control Panel - User List - Filter by Never Logged In

When creating users like Parents or Pupils, it would be great to be able to filter by Never logged in. Even better, if once filtered, you could then output as a list.
Guest 8 months ago in IRIS Ed:gen & iSAMS / Control Panel 2 Already Present

Emailing Suite configuration

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
Guest 8 months ago in IRIS Financials / Future development 0 In Development

Ability to send account locked notifications to more than one administrator

It would be helpful if more then one administrator could receive notifications by email that an account has been locked - ideally we would like for separate notifications to be sent to different people for staff, parents and students.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Create Refund Bank File

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Supplier bank details

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
Guest over 2 years ago in IRIS Financials 1 Planned

Identify who has reconciled a transaction

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
Guest almost 3 years ago in IRIS Financials 1 Planned

User Account - Login Activity - More Detail

We get a number of parents who try to login on the wrong page or using an app other than the iParent app. When looking at the User Account's Login Activity we get a generic message "The user account does not have access privileges for this applica...
Neil Williams 9 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery