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PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Ideas

Showing 282 of 3552

Risk Reporting

Please may the All Risks and reviews report and the all risk items report be combined to ensure review comments can be pulled through to one report
Victoria Scranage 1 day ago in Every Compliance / Risk 0

Risk Heat Map Multi-Site

Please may you add the historical heat map data for our risk register at the MAT central site, not just at property level
Victoria Scranage 1 day ago in Every Compliance 0

Archive at MAT Level

I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.
David Morris 2 days ago in Every Compliance / MAT Admin 0

Multiple issues and assets statistics

This is only for users with administrator privileges on Every Compliance: It'd be nice if there was an easy and straightforward way to display/export a report showing the number of tickets closed per user, per category, who logged the most tickets...
Guest about 5 hours ago in Every Compliance / Admin 0

Assign status of 'To Be Assigned'

When mapping an Activity to multiple properties, have a default assignee of 'To Be Assigned' to allow quick mapping of activity and then flag this red on the individual property page to alert to need to assign.
David Morris 1 day ago in Every Compliance / Multi-Site 0

The ability to download bulk emails from Ifinance

You can only see the body of the message sent and the attachment and can't download the email to be able to send it onto the debtor via another email chain
Guest 1 day ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Preview for attachments rather than downloading everything

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Guest 16 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

A select all to submit all invoices still awaiting approval.

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.
Guest 5 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Item invoice screen refreshes to top after every time an invoice is resubmitted for approval

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...
Guest 5 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Allow others to view messages sent with statements

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
Guest 9 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review