Finance

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Fetching Opening Balances from iFinance for Fee Bills

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...

Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

10 VOTE

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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

2 VOTE

Supplier refunds included in payment run if a credit note is not received in time to reconcile.

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 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 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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

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

OData Link Fixed Asset Register

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

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

1 VOTE

Automated discounts

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

1 VOTE

Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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