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Supplier refunds included in payment run if a credit note is not received in time to reconcile.

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Seating plans for all lessons, similar to external exams manager

Allow teachers to create seating plans for lessons with pictures and possibly SEN/medical notes. Useful for cover teachers, new staff and teaching assistants.
Guest 11 months ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 In Discovery

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

To add a custom field (Pupil Email Address:) in teaching manager module to generate a set list report with that field.

Ability to add a custom field (Pupil Email Address:) in teaching manager module to generate a set list report with that field.
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Teaching Manager 0 Awaiting Review

Email from the new workflow approval system looks to come from recipient

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Access Arrangements on Teaching Set Lists

It would be very useful to teachers to have the option of adding access arrangements to the teaching set list report found on the wizard bar as it would then allow them to see who requires extra time for class test.
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Teaching Manager 1 In Discovery

OData Link Fixed Asset Register

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Print an individual Student's Set list

Currently we can view an individual student's sets in Teaching Manager (but this generally spans 2 pages) but there is no option to export/print this list. We can print an individual timetable but when setting up a new student it is useful just to...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Teaching Manager 2