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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 - 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 ...

Ideas

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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 22 days ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Partner for e-procurement

Screwfix - The site managers across our 20 schools are asking if this can be an option.
Guest 13 days ago in IRIS Financials / Future development 0 Needs 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 15 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

E Procurement Supplier

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Guest 6 days ago in IRIS Financials 0 Needs 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 11 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 11 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Supplier Refund button

Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?
Guest 7 days ago in IRIS Financials 0 Needs review

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

Automatically resize attachments on the expense app

When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...
Guest 22 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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, ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery