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Finance

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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 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Sorting the fee codes alphabetically.

Hi it would be really helpfull to be able to do a sort of the codes in the fee section of the fee billing charge codes so that they sit correctly on our fee bill instead of having to manually move them so that the invoice looks correct.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Two authorisers on a bulk payment

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

To be able to add Unallocated transactions in the purchase ledger column/grid

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Ability to change column width within Business Intelligence Setup page

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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

Ability to select on Admission Year and Term on Entry not just Accepted for pupil selection in Fee Billing>Cycle View>Single Pupil View

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature