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Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Purchase Ledger Suppliers balance to include not yet approved

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Email Log ability to view emails sent

We should be able to see each others email log and be able to open the email sent from the system
Charlotte Austin 9 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Document preview window when entering debit notes

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Change terminology - in this case "Detention" for "Reflection"

It would be useful to be able to change the terminology from "detention" to "reflection". We prefer to make it clear that this time is a period for mindfulness and reflection after a negative behaviour incident. Additionally, most of our students ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Discipline Manager 0 Good Feature

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Detentions - Assigning "Taken by" for a whole series of detentions

At the moment we can only assign who takes detentions one by one. Something that gets a little tedious when there's nearly 400 detention sessions over the course of a term. We have staff that are assigned to the same detention every week for a who...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Discipline Manager 0 Good Feature

Deleting Detentions

We would like to be able to delete detentions. We've created detentions for the whole term in one go, but would like to delete the detentions created over half-term. At the moment we can only cancel them, but not fully delete them.
Guest 10 months ago in IRIS Ed:gen & iSAMS / Discipline Manager 0 Good Feature