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Finance

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

Amend Variable Direct Debit Date after Invoice Production

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Nantawat Sintagerd 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Ability to claim for expenses on the web

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fee Billing Manager - Segregation of configuration screen from user with billing generation role

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Bulk Payment Batch Numbers

Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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

Using custom groups to EXCLUDE pupils from Fee Allocation Rules

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature