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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...
PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

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Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 11 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 12 months 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 12 months 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 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Customise the search results in Pupil/Student Manager

Currently, users can customise the search results by clicking the cog icon in the top-right corner to open their preferences, navigating to the Students tab, and selecting the desired options. However, only a limited number of data fields are avai...
Alan Lee 12 months ago in IRIS Ed:gen & iSAMS / Student Manager 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

Using student names in emails for staff in CC

When sending an email through iSAMS and adding a staff member in CC, currently staff only receive an email with the <<tags>> inside the message and not the name of the student / other tagged fields. When sending to one student this mea...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Student Manager 1 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