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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 - 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

Showing 302 of 3340

Being able to schedule send Group emails

Being able to schedule send messages would be beneficial rather than having to wait for the actual time/day.
Guest over 1 year ago in IRIS Reach 0

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fee Billing Manager - Segregation of configuration screen from user with billing generation role

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Delete recurring fees in bulk from one cycle

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...
Guest about 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Add Cloud Portal Management login to the options for Batch Edit Properties in User accounts

This would make the system consistent with the other access options in the account details tab. It's going to be very helpful when we move over to the new cloud portal and need to give more staff access to the Cloud portal module.
Guest 10 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Bulk Payment Batch Numbers

Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 2

Meaningful Message for an error on BACS file

On generating a BACS18 file, if the process fails, there is no meaningful error message to investigate from. Instead, a support call has to be raised which takes time to resolve and sending a BACS file is time critical. It would be helpful if a me...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Ability to change column width within Business Intelligence Setup page

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Cancelling Parents Evening for one member of staff rather than the whole event.

We have setup Parents Evening for next week. One member of staff has a medical procedure so is unable to attend. It would be useful to have the facility to cancel a single event rather than the whole Parents Evening when parents have already booke...
Guest 11 months ago in IRIS Reach 0

Option to default new Parent Portal accounts to iSAMS 2FA ENABLED

Please could new Parent Portal accounts default to iSAMS 2FA enabled, not iSAMS 2FA disabled. At the moment we need to manually enabling it each time a new Parent Portal account is created. The ideal solution would be to allow schools to select wh...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery