Finance

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Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.

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

1 VOTE

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices

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

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

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 over 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 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 8 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 8 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 8 months ago in IRIS Ed:gen & iSAMS / iFinance 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 over 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

5 VOTE

Delete recurring fees in bulk from one cycle

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...

Guest almost 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

16 VOTE

Automated Sibling Discounts

Our current fee billing software allows us to manage sibling discounts by automatically managing sibling links. It knows therefore to allocate each second and subsequent younger sibling with a 10% discount. When a sibling joins or leaves it would ...

Guest about 12 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

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