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Finance

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Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Sync student "School Code" to iFinance

At the moment this has to be added manually using a custom field.
Sean Corrigan 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Linking of Scholarships (Discounts) to Fee Billing

It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

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 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Fee Billing suggested auto post

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Now

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Invoice narrative order

It would be good to have the invoice narrative in a different format. Currently we have it in alphabetical which means for our nursery parents, the EYS funding is shown before the main fees line. Parents will question this so if any way of changin...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 1