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Report template in iFinance

Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Auto posting of PL invoices

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fixed Asset Disposal

Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

Allow Document Publishing and Email History screens from Fee Billing to be exported to excel

When in the Doc Publishing Screen and the Email History Screen, introduce a function that allows you to export this data to excel so that you can find what you need much more easily.
Guest 5 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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

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

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 about 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Ability to add a new category in Split Billing

We would like to add the category of Summer School as a different team in school will be managing this. We have various fee codes for Summer School and it would make it easier for them if they could just select a category rather than the different...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review