Finance

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Purchase Ledger Suppliers balance to include not yet approved

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

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

1 VOTE

Bank - Transactions

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...

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

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 7 months ago in IRIS Ed:gen & iSAMS / Finance 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

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

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

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

1 VOTE

Automated discounts

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

1 VOTE

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 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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