Finance

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Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...

Guest 29 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

Guest 29 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

15 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 about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

6 VOTE

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

10 VOTE

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

13 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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

7 VOTE

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

10 VOTE

Prepayments report

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

Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

2 VOTE

Shorter Process for Re-Generating Invoices

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

Guest 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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