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we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from the Invoice whenever a negative value is entered.

Dear isams Support Team, I am writing to inquire about a potential modification to our current billing system. Currently, we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from...
Guest 1 day ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 10 Good Feature

Connect Pennylane to Fee Biling

Have a direct connection to the accounting software, Pennylane for billing purposes.
Guest 26 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Feel Billing Contact Notes - link to Pupil Manager Contact Notes

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Automated return of deposit on leavers final invoices

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Enable Bulk Invoice Download by Date Range

Suggestion Description: Currently, the system requires users to select and download invoices cycle by cycle, which can be time-consuming and inefficient — especially when dealing with large volumes of records. I would like to propose a feature enh...
Guest 8 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Do not send on orders

Would it be possible to create a tick box on the purchasing portal, when creating a new order, " Do Not Send", which if ticked would exclude it from the Document e-mailer function.
Jamie Vincent about 1 month ago in IRIS PS Purchasing 2 Needs review

Payment Gateways

Hello, Please can you reinstate WorldPlay. Thank you Kind regards Alicja
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Amend PO once approved

Allowing a PO to amended once approved and have it re-route through the approval process will prevent duplication, save time cancelling and re-raising, and also allow for changes in prices during the purchasing process to be amended, rather than r...
Guest about 1 month ago in IRIS PS Purchasing 1 Under Investigation

Linking of Scholarships (Discounts) to Fee Billing

It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery