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Finance

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Meaningful Message for an error on BACS file

On generating a BACS18 file, if the process fails, there is no meaningful error message to investigate from. Instead, a support call has to be raised which takes time to resolve and sending a BACS file is time critical. It would be helpful if a me...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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

Ability to amend the Charge Sheet available via the Export Wizard

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

Remove requirement for both a Cost Centre and Department

Currently fee billing is capable of processing charges against nominal accounts with no cost centre or department, or those with both a cost centre and department only, but not with only one. For iFinance users, this means you have to have BI code...
Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Bulk send receipts via email

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Online payment portal for clubs,lunches,dress down days etc

it would be great if it was possible to have an online portal for parents to make one off payments to the school for things such as clubs, trips, lunches, dress down days etc. this would save the children having to bring money into the school and ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review