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Finance

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Remove requirement for both a Cost Centre and Department

Currently fee billing is capable of processing charges against nominal accounts with no cost centre or department, or those with both a cost centre and department only, but not with only one. For iFinance users, this means you have to have BI code...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 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

Change bank rules

Once a bank rules is set up we cannot go back and change it, we have to wait until the next similar transaction comes through on the bank feed and remember to change it. It would be better to be able to access the bank rule at any time
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 2

iFinance Customer Portal

We have a School we bill through iFinance and there is a portal they use for the bills - unfortunately, there is no 'forgot password' button. Please can this be rectified as we do not have access ourselves.
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 2

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 11 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 7 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