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Finance

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Automated Direct Debit update

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Corporate Payer Invoice - Copy to non-payer

1. Bill payer is company. 2. A copy of the bill is sent to the parent (Copy Bill Recipient). However in this copy of the bill, the bill to details is changed to the Parent Details. This create confusion to the parent (recipient). See screenshot 2 ...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0

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

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

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

Sales account credit balances to be taken into consideration for direct debits

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Amend batch names in a cycle

It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.
Guest 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Ability to amend the Charge Sheet available via the Export Wizard

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Allow negative lines on sales invoices

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
Guest about 2 years 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 about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature