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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

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

3 VOTE

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

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

1 VOTE

Fee Billing cycle name for reference in customer statement

Whenever we post the invoices issued from Fee Billing (iSAMS) to iFinance, the Our Ref / Internal Ref field in the customer statements is filled with the invoice number in iSAMS. But there is no description whatsoever on what this invoice is for o...

Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 1

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

8 VOTE

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.

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

7 VOTE

Allow option to prevent negative fee total for billing

Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.

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

8 VOTE

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...

Guest 12 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

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