Finance

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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 2 hours ago in IRIS Ed:gen & iSAMS / iFinance 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 2 hours ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

8 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 20 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

3 VOTE

Purchase Ledger Suppliers balance to include not yet approved

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

Guest 13 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

4 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 19 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

4 VOTE

Annual spreading of Prepayments

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

Guest 20 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

22 VOTE

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

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

14 VOTE

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

9 VOTE

Commas to denote thousands in numbers; when inputting numbers

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

Inactive VAT Codes

Dear Kim & Kate Can I please make a suggestion that VAT codes can be made inactive when no longer in use so that they do not appear within the VAT code dropdown menu when raising POs, sales & purchase invoices. Due to our school falling un...

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

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