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Finance

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Reminders for iFinance Invoice Approvals Outstanding

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

General Journal - repeating over months

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Ability to delete direct debit schedule, amend invoices and recreate schedule

Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

Ability to claim for expenses on the web

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Ability to attach documents with School Fee Invoices

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

To be able to add Unallocated transactions in the purchase ledger column/grid

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Ability to change column width within Business Intelligence Setup page

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Lock down of BI/GL that PO inputters see

Only allowed PO inputters to see the GL/BI codes assigned to them
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Later

Approval Levels

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next