Finance

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Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

8 VOTE

VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well?

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

VAT In Purchase Ledger

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

12 VOTE

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

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

17 VOTE

Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks

Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Good Feature

13 VOTE

Automated return of deposit on leavers final invoices

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...

Guest 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

1 VOTE

PO number sorting

It would be very useful to be able to sort the POs by number. Currently the system has no ability to recognise different number of digits and sorting doesn't work. I am currently using the date sort but the other day there was a glitch, which high...

Guest 23 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

2 VOTE

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...

Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

7 VOTE

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

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

4 VOTE

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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