Finance

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VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well?

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

Guest 19 days ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

2 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 about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 1 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 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

5 VOTE

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

6 VOTE

VAT In Purchase Ledger

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

2 VOTE

System update/refresh data

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...

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

17 VOTE

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 about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Good Feature

13 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 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

8 VOTE

Prepayments report

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

Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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