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Finance

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Corporate Payer Invoice - Copy to non-payer

1. Bill payer is company. 2. A copy of the bill is sent to the parent (Copy Bill Recipient). However in this copy of the bill, the bill to details is changed to the Parent Details. This create confusion to the parent (recipient). See screenshot 2 ...
Guest about 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0

Amend batch names in a cycle

It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.
Guest 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Sales account credit balances to be taken into consideration for direct debits

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...
Guest 5 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

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 about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 In Discovery

Deposits - retained rather than returned

We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

Ability to amend the Charge Sheet available via the Export Wizard

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Customer Statement

I would like to suggest a standard format for customer statement print from: 1. Sales report > Customer Statement 2. Customers list > Actions > View > Statement PDF option This is useful for customers to receive standard statement from...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Finance 0 Awaiting Review