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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

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Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Make the Quantity an integer

Unless I am missing something it seems pointless to have the quantity figure in decimal.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

VAT Type column available under the Customise Grid options in the bottom left corner

Customise grid option does not include adding VAT type, although that data field exists
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fixed Assets - Full Year's Depreciation in First Year of Purchase

Could we please introduce the option of charging a full year's depreciation in the first year of purchase, which would be in line with some company's depreciation policies. Currently, the only override is to set the purchase date to the first day ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Invoice Template - Presentation improvements

On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Registration Manager - Leave Request Visibility by Homeroom

Currently, when a homeroom teacher opens the Leave Request module, leave requests do not appear automatically. Teachers must click “Show All” to view submitted requests. However, selecting this option displays all leave requests across the school,...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Registration Manager 0 Awaiting Review

Configurable View Timetable Options

For when using View Pupil Timetable/View Subject Timetable/View Teacher Timetable/View Room Timetable etc, it will be fantastic to configure what fields we want/don't want like set code teacher initials or teacher name room subject name ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Timetable Manager 2 Awaiting Review