Finance

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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

1 VOTE

Make the Quantity an integer

Unless I am missing something it seems pointless to have the quantity figure in decimal.

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

1 VOTE

VAT Type column available under the Customise Grid options in the bottom left corner

Customise grid option does not include adding VAT type, although that data field exists

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

1 VOTE

Fixed Assets - Full Year's Depreciation in First Year of Purchase

Could we please introduce the option of charging a full year's depreciation in the first year of purchase, which would be in line with some company's depreciation policies. Currently, the only override is to set the purchase date to the first day ...

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

2 VOTE

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 about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

2 VOTE

Bulk import recurring charges with end date

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year

Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

1 VOTE

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

5 VOTE

Ability to attach documents with School Fee Invoices

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.

Guest about 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

1 VOTE

Invoice Template - Presentation improvements

On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...

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

6 VOTE

Approval Levels

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...

Guest about 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

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