Finance

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Fee Billing suggested auto post

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...

Guest 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Now

2 VOTE

management reporting to be inclusive of VAT

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...

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

10 VOTE

Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...

Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

1 VOTE

Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

Default GL Code for Item Invoices/AP Inbox

Please could a default GL Code for supplier invoices be made available for the Item Invoice/AP Inbox function. It would greatly improve processing speed if you could as we have a large number of suppliers that are only ever put to one code. It alr...

Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

13 VOTE

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...

Guest over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

7 VOTE

Create Refund Bank File

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...

Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

8 VOTE

General Journal - repeating over months

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.

Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

3 VOTE

Sales account credit balances to be taken into consideration for direct debits

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...

Guest 12 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

1 VOTE

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...

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

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