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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 - 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 336 of 3335

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

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

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

It would be helpful to be able to import data from other sources e.g. via a spread sheet.

No description provided
Owen Mather about 2 years ago in IRIS Central / App 0 Planned

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Linking of Scholarships (Discounts) to Fee Billing

It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Former Student's Destinations

Apologies if this is already included (I couldn't seem to find it), but it would be great to include students' destinations. For example, their future school and future type. We could then have a deeper analysis on where students move on to, wheth...
Guest 3 months ago in IRIS Central 0

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review