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Finance

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AUTO MATCH WITHIN ACCOUNTS IQ

I've suggested this idea on several previous occasions, and I'm confident I'm not the only one who would find it extremely valuable. It would be incredibly helpful to introduce an auto-match function that works on both the Sales Ledger and Bank Im...
Guest about 1 hour ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fee billing: Restrictions Based on grade levels - assigning fees

Hello We would like to apply restrictions based on grade levels. For example, if an accountant mistakenly assigns a fee for a Grade 1 student to a Grade 7 student, as shown in attached file (1-Fee restrictions.png), the system would block the acti...
Guest 10 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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 about 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Guest 13 days ago in IRIS Ed:gen & iSAMS / iFinance 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 5 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Good Feature

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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

Auto Allocate Zero balances in the Sales & Purchase Ledger

Please see attached what it looked like on PASS.
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 4

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest 18 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature