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Finance

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

Bulk import recurring charges with end date

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Deposits - retained rather than returned

We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Create Refund Bank File

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Using custom groups to EXCLUDE pupils from Fee Allocation Rules

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Sorting the fee codes alphabetically.

Hi it would be really helpfull to be able to do a sort of the codes in the fee section of the fee billing charge codes so that they sit correctly on our fee bill instead of having to manually move them so that the invoice looks correct.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature