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Ideas

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Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.
Guest almost 2 years ago in iSAMS / iFinance 4 In Discovery

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.
Guest about 1 year ago in iSAMS / iFinance 0 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 8 months ago in iSAMS / iFinance 1 Awaiting Review

Ability to change Parental Email address without needing approval from previous email

We often have a Parent whose email address is their work one. Once they change job they remember to update their email on ParentMail but not longer have access to their old email address to approve the change. We also have this where parents have ...
Guest 3 months ago in IRIS Parentmail 0

Time Out Warning

Please can we have a warning when our session is about to timeout, providing the ability to be able to stay logged in (like Biostore). It's frustrating for schools to be actively using the system, for it to suddenly time out.
Guest about 1 year ago in IRIS Parentmail 0

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 10 months ago in iSAMS / iFinance 1 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 8 months ago in iSAMS / iFinance 1 Awaiting Review

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...
Guest 3 months ago in iSAMS / iFinance 0 Awaiting Review

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...
Guest 12 months ago in iSAMS / iFinance 0 Awaiting Review

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
Guest about 1 year ago in iSAMS / iFinance 1 In Discovery