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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 11 months ago in IRIS Ed:gen & iSAMS / iFinance 6 Good Feature

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

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 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Good Feature

Allow fee discounts to be applied to the net fee once VAT at 20% is applicable

With the introduction of VAT at 20% on tuition and boarding fees from Jan 2025 this will change how we apply fee discounts such as bursaries, scholarships, sibling discount, staff discount etc. We understand from the Government's draft legislation...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 4

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Transfer all transactions to one account when suppliers are merged

Look to add a facility where we can merge accounts. This would mean that if an account was duplicated or a supplier merged, we could pull all the transactions over to the active account and make the other inactive. This facility is available in Xe...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1

Override purchase invoice due date

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Report Manager > Bespoke > Budget Holder by Approver

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Next