Finance

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Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

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

5 VOTE

Tax Codes on Approval Emails

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...

Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

3 VOTE

System update/refresh data

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...

Guest 6 months ago in IRIS Ed:gen & iSAMS / Finance 0 Awaiting Review

6 VOTE

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...

Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

4 VOTE

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Attachment file too big

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

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

8 VOTE

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 over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

9 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 over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

4 VOTE

Company logo in new user interface IQ

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.

Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

15 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 almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

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