Finance

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Extended Business Analysis report - Request for Prior Year Comparatives

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

3 VOTE

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

1 VOTE

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 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

7 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 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

6 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 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

6 VOTE

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

1 VOTE

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...

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

2 VOTE

Customer Statement

I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

13 VOTE

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

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