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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...
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...

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Pull through Register Notes to Pupil Quick View

Pull through notes to Pupil Quick View from Pupil Registers so that they appear underneath the SEN star (similar to how it does it for Medical Notes from Medical Centre).
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Registers 0 Awaiting Review

Budget holders access to all suppliers

Can we restrict the budget holders to only being able to see certain suppliers? I would want a budget holder only to see the suppliers allocated to them plus certain general ones such as stationery and Amazon. I do not want a budget holder to be a...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Add option to default to correspondence contact type in Email Wizard

Can there be a way to set the default contact type in the Email wizard to correspondence like the older Create Email wizard? Too many teachers are still forgetting to tick the correspondence tick box in contact type when sending emails to tutee pa...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Improve Registration and Entrance Fees UI for Custom Fields

It would be great if custom fields could follow the 2 column layout of the built-in fields. Additionally, the inconsistency between the style of date field between built-in and custom fields is quite jarring.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Student Manager 0 Awaiting Review

Attachment file too big

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Use User Disabled Icon in Search Results (Control Panel)

When viewing a list of users in the tree structure, we can tell which users are enabled and which users are disabled via the icons. However the icon used to denote a user is disabled does not appear when searching for users via the search box.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Supplier invoice processed through APInbox with incorrect currency

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review