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Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 2 In Discovery

Annual spreading of Prepayments

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Amending supplier bank details without the rest of the Admin functionality

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?
Guest 25 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to add a register to the wizard bar

ability to add register to the wizard bar
Guest 25 days ago in IRIS Ed:gen & iSAMS / Reports Wizard 1

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Cloud Portal Dashboard - Ability to rearrange features

It would be useful to be able to re-order the features of the Dashboard. There are times throughout the year where we'd like to make key messages to parents more prominent and therefore move text sections to the top of the page to catch their atte...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Parent Portal 0 In Discovery

Register Alerts on the Teacher App

Please can we have the Alert button that is on registers made available on the Teacher App? This is a very useful tool that is used on the browsers, but is not available on the app. Thanks
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Teacher Portal 6 Later

Electronic Forms

Once a parent completes the electronic form on the Parent Portal, the form automatically gets added to their Pupil Manager record as a Document. Ideally the fields would also pull through to their profile as well (i.e. if using it as a consent for...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Parent Portal 1 In Discovery

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

File and folder re-ordering

You can currently change the file and folder order within Parent Porter Manager but this doesn't update the website. We currently have no way of re-ordering this
Guest 27 days ago in IRIS Ed:gen & iSAMS / Parent Portal 0 Awaiting Review