Submit Idea
SUBMIT IDEA

Finance

Showing 80

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

Approver Portal

At the moment the approvers get sent emails to approve an invoice, there is no one portal to allow them to see what they currently have outstanding and to manage the approvals from there. Currently they need to be given system access and run a rep...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 2

Sales account credit balances to be taken into consideration for direct debits

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Customer Statement

I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...
Guest 22 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Linking of Scholarships (Discounts) to Fee Billing

It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...
Guest 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Allow Journal Reversal with Deletion

I have raised this request before but the request was immediately dismissed. I am however raising this request again, as it was a feature available on our previous system and is a feature now sorely missed. On our previous system, the system maint...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1

Bulk Allocation

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Allow option to prevent negative fee total for billing

Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.
Guest 6 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Introduce two tiers of Billing Cycle

We create a Billing Cycle for each of the main termly invoice runs, and also have a number of intermediate supplementary runs each term. Any recurring charges or fixed-value discounts then get applied to these supplementary runs, regardless of whe...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1