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PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
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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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

Trip payments (products) to also have option to add questions such as lunch options, consent

At the moment we add trips as a product but there is no option to add a question i.e what lunch would your child like, how will they be collected at the end of the day? I am having to add a product for the payment and then a survey to gather furth...
Guest about 1 month ago in IRIS School Spider 0

Open more than one bulk payment for the same bank

Dear Development Team, Would it be possible to have several open bulk payments for the same bank (Purchase Ledger) ? We have several employees that are preparing bulk payments at the same time or sometimes we need to create one bulk payment per cu...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 10 Good Feature

Searchable and Viewable Email Content in Email Manager

It will be great if we can perform the following in Email Manager when tracing an email sent: 1. Able to search email sent to parents. 2. Able to view the content sent to parents. The above can assist the school in tracing email communications bet...
Guest 11 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Feel Billing Contact Notes - link to Pupil Manager Contact Notes

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Parent reply with photo/document

Let parents reply to a message with photo/document attached.
Bradley Smith about 2 months ago in IRIS School Spider 0

urgent message page

if 2 boxes for 'urgent messages' section could be opened side by side with 2 separate lots of information
Guest 25 days ago in IRIS School Spider 0

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review