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Finance

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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

Create pupil billing accounts within iSAMS

We currently use Fee Billing and iFinance. We are finding the integration between these two systems to be weak where a parent's billing account is associated with more than one pupil, as: Any brought forward balances are only display on one of the...
Guest 19 days ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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 0 Awaiting Review

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 Awaiting Review

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 Awaiting Review

Save reports as favourites

Some departments require difference filters for example project codes. It takes time to select all the project codes for a filter. It would be better to be able to save those filters as a favourite.
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Payment Run BACS Files (should be read only)

The i-Finance Payment run BACS files should be read only! This is important for security, as someone could change the bank information on the file before being uploaded to the bank/BACS provider. The only indication this has happened is when a sup...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review