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Finance

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Fix transactions' analysis code imported to iFinance debtors account from Fee Billing

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...
Guest about 9 hours ago in IRIS Ed:gen & iSAMS / iFinance 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 6 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 20 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
Guest 14 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Commas to denote thousands in numbers; when inputting numbers

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

System update/refresh data

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...
Guest 20 days ago in IRIS Ed:gen & iSAMS / Finance 0 Awaiting Review

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review