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Finance

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Generate Combined PDF tick box defaulted to ticked

It would be helpful if the tick box to Generate Combined PDFs was defaulted to ticked (I can't think of a reason why you wouldn't want it ticked). And I keep forgetting to tick it which is frustrating!
Guest 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Delays in reports updating

There is a massive delay in reports updating when posting. For example if I run a report, then realize there is an error and go and edit the information and post it to the correct place..... when I re-run the report it can take 20 minutes before t...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 3

Being able to add Lines when editing journals

When editing a journal you are currently unable to add extra lines. Can this feature please be added.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 3

Direct Debit Monthly dates

It would be really useful to have the ability to manage payment plans regarding the day of the month we take the DD each month at the start of each year to take into account weekends and bank holidays.
Guest 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Amend batch names in a cycle

It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.
Guest 6 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Ability to add an attachment to invoices

We recently wanted to attach a letter to the invoice circulation with reference to VAT. No facility to do so and needed to create a new template with the VAT information. Would have been much cleaner to be able to add an attachment. Thank you for ...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 2

Ability to issue E - Receipts

On our previous finance package we could allocate cash to sales/fees ledgers and immediately send out a receipt to parents/customers via the system.
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1

Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery