Finance

Showing 93

Default GL Code for Item Invoices/AP Inbox

Please could a default GL Code for supplier invoices be made available for the Item Invoice/AP Inbox function. It would greatly improve processing speed if you could as we have a large number of suppliers that are only ever put to one code. It alr...

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

2 VOTE

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 about 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Now

4 VOTE

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

2 VOTE

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

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

25 VOTE

Bulk Allocation

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

3 VOTE

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

12 VOTE

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

6 VOTE

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

11 VOTE

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 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

4 VOTE

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Please enter your email address

FILTER BY CATEGORY