Finance

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Automated discounts

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Guest about 21 hours ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

1 VOTE

Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

Guest 1 day ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

8 VOTE

Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

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

2 VOTE

Shorter Process for Re-Generating Invoices

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

Guest 10 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

6 VOTE

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 about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

9 VOTE

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 about 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

3 VOTE

Bulk Cancellation of Leaver Direct Debits

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...

Guest 23 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

1 VOTE

Attachment file too big

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

Guest 9 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

2 VOTE

Supplier refunds included in payment run if a credit note is not received in time to reconcile.

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

Guest 19 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

5 VOTE

iFinance User Group Forum

A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...

Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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