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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
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

Showing 304 of 3335

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

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

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

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

More links between Fee Billing and Pupil Registers

Having set up a register for scholarships, bursaries, and other discounts, it would be useful to be able to use information from this register in Fee Billing in order to apply discounts (as is currently possible via custom groups created in Pupil ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 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

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review