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Finance

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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

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

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

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

Delete recurring fees in bulk from one cycle

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Ability to select on Admission Year and Term on Entry not just Accepted for pupil selection in Fee Billing>Cycle View>Single Pupil View

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Automated Sibling Discounts

Our current fee billing software allows us to manage sibling discounts by automatically managing sibling links. It knows therefore to allocate each second and subsequent younger sibling with a 10% discount. When a sibling joins or leaves it would ...
Guest over 11 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Option to email the direct debit schedule report

This is a really useful report, particularly when amendments have been made to the schedule after the invoice production. Unfortunately it is not available to be emailed.
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

Approve expenses via BI authoriser

Allow for BI code to be used instead of line manager
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Later