Finance

Showing 164

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...

Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

3 VOTE

Payment Run BACS Files (should be read only)

The i-Finance Payment run BACS files should be read only! This is important for security, as someone could change the bank information on the file before being uploaded to the bank/BACS provider. The only indication this has happened is when a sup...

Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

3 VOTE

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

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

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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

2 VOTE

Supplier invoice processed through APInbox with incorrect currency

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

2 VOTE

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

12 VOTE

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 about 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

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

Please enter your email address

FILTER BY CATEGORY