Finance

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4 VOTE

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...

Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

13 VOTE

Automated Sibling Discounts

Our current fee billing software allows us to manage sibling discounts by automatically managing sibling links. It knows therefore to allocate each second and subsequent younger sibling with a 10% discount. When a sibling joins or leaves it would ...

Guest about 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

4 VOTE

Reoccurring button - fees and disbursements

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...

Guest about 9 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

2 VOTE

Add admission status to fee billing pupil view

It would be useful to add the pupils admission status to fee billing under the single pupil view summary when hovering over a pupil. This is useful if a pupil is duplicated as an applicant due to a new record being created when they accept and it ...

Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

4 VOTE

Remove recurring charges from a leaver

It would be helpful to have the option to more easily remove recurring charges from a leaver.

Guest about 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

4 VOTE

Better links between Admissions and Fees billing

We have a few instances where a new pupil is initially marked as accepted and so has fees and other charges added to their account. They then subsequently decide not to come and are marked by Admissions as withdrawn. We have noticed that the fee c...

Guest about 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

3 VOTE

Import Recurring Charges with a cycle end date

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.

Guest about 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

3 VOTE

Automatically refund security deposits

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...

Guest about 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

2 VOTE

Fees and extra charges to include session rate

Currently we can set a charge as a fixed amount or percentage but our pre-school pupils are billed per session. If you added an individual session rate to the money details when setting a charge this could be used to calculate a total charge for f...

Guest about 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

0 VOTE

Recurring charges on posted invoices

Once an invoice is posted and sent to iFinance, recurring charges can still be deleted from previous invoices. This also affects the posted bill reports and adjusts the original figures which will be incorrect. Please can a feature be added to sto...

Guest 6 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature