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Finance

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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 almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

Online payment portal for clubs,lunches,dress down days etc

it would be great if it was possible to have an online portal for parents to make one off payments to the school for things such as clubs, trips, lunches, dress down days etc. this would save the children having to bring money into the school and ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

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

Invoice numbers on statements

A statement can be viewed or emailed to a parent from Sales > Customers > Actions menu, however, the statement does not include the invoice numbers for the listed charges. So when we send invoices out to parents, and then a statement, they c...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 3

Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option

It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Microsoft Single Sign On for iFinance

With so many College wide systems now using Microsoft Single Sign-On with two-factor authentication, it would be really useful to enable this functionality on iFinance, thus leveraging Microsoft's MFA as well. As a finance system, it's crucial the...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Now

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

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

Two authorisers on a bulk payment

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature