Finance

Showing 117

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 about 12 hours ago in IRIS Ed:gen & iSAMS / Finance 0 Awaiting Review

1 VOTE

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 about 6 hours ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

Nantawat Sintagerd about 17 hours ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

6 VOTE

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 25 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

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 14 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

2 VOTE

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...

Guest 11 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...

Guest 7 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

18 VOTE

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

12 VOTE

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

5 VOTE

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

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

Please enter your email address

FILTER BY CATEGORY