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Bank - Transactions

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Change the red box at the top of the timetable printout (Week header) to different colour

Currently, there is no way to change the colour of the red box (the week header) at the top of the PDF timetables. Even though there are various CSS options to change colours, this is not one of them. It means that our timetables look a tad unprof...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Timetable Manager 0 Awaiting Review

Report template in iFinance

Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Auto posting of PL invoices

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

functionality to archive applicants from addmisions module that have withdraw their application

I would like to be able to archive children who are no longer joining the school but cannot just delete them as invoices have been created for their deposits and we need to have access in case of an enquiry. At present there is no functionality to...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Administration 0 Awaiting Review

Add Parent email address as search field Admissions Manager

Sometimes parents email and we do not know who they are when they don't reference student names
Guest 3 months ago in IRIS Ed:gen & iSAMS / Admissions Manager 4 Awaiting Review

Automatic introductory email to new staff

It would be great if , once a new staff member was added to iSAMS, an automatic welcome email could be sent
Guest 3 months ago in IRIS Ed:gen & iSAMS / HR Manager 0 Awaiting Review

PO number sorting

It would be very useful to be able to sort the POs by number. Currently the system has no ability to recognise different number of digits and sorting doesn't work. I am currently using the date sort but the other day there was a glitch, which high...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review