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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

Ideas

Showing 230 of 3556

Auto-top up for dinner accounts

Parents are keen to have an auto-top up facility on their children's dinner accounts (a facility currently offered by sQuid).
Guest about 2 years ago in IRIS PlusPay 0 Planned

My request was for your ICT team to maybe look into adding a button on the viewing orders screen that can send a reminder on an adhoc basis just to selected pupils.

Currently have to compose emails to parents, but it would be much more efficient to be able to send a reminder out from the system when required by the press of a button. customer is aware that items can be initially set up with payment reminders ...
Guest over 2 years ago in IRIS PlusPay 0 Already exists

Reoccurring button - fees and disbursements

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...
Guest over 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Remove recurring charges from a leaver

It would be helpful to have the option to more easily remove recurring charges from a leaver.
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Top Level Balance

Schools using childcare vouchers for balances spend a lot of time moving money manually between balances for parents. Would be beneficil if the parent can have a 'top level' balance that they can then split out between clubs/registers themselves E...
Alex Squire about 3 years ago in IRIS PlusPay 1 Will not implement

Print Barcodes Button

A button available in the Register Activity window and via the actions button of payment items to allow school to tick students, click a button and automatically have a pdf document produced and downloaded (similarly to how register reports automa...
Guest about 3 years ago in IRIS PlusPay 1 Will not implement

Import Recurring Charges with a cycle end date

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Automatically refund security deposits

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Fees and extra charges to include session rate

Currently we can set a charge as a fixed amount or percentage but our pre-school pupils are billed per session. If you added an individual session rate to the money details when setting a charge this could be used to calculate a total charge for f...
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Recurring charges on posted invoices

Once an invoice is posted and sent to iFinance, recurring charges can still be deleted from previous invoices. This also affects the posted bill reports and adjusts the original figures which will be incorrect. Please can a feature be added to sto...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature