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Ability to edit merge tags

Allow schools to be able to edit or add merge tags, e.g. changing Pupil Name to just apply their first name so that it reads correctly in messages to parents.
Guest 2 months ago in IRIS School Spider 0

Add all the remains of vouchers up to one balance so parents can use and not build up small amounts that they can't purchase anything outright with.

We have parents complaining that they can only use any small amounts left on a voucher to a single transaction which they they have to pay the leftover balance. They don't wish to pay any leftover balance. They wish all their remaining small vouch...
Guest about 1 month ago in IRIS School Spider 0

we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from the Invoice whenever a negative value is entered.

Dear isams Support Team, I am writing to inquire about a potential modification to our current billing system. Currently, we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Open more than one bulk payment for the same bank

Dear Development Team, Would it be possible to have several open bulk payments for the same bank (Purchase Ledger) ? We have several employees that are preparing bulk payments at the same time or sometimes we need to create one bulk payment per cu...
Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Automated return of deposit on leavers final invoices

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Restriction of BI-codes to General Ledger Codes

Please can there be an option to restrict which BI-codes are available against a general ledger code.
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 6 In Discovery

GL drill down to include a subtotal

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review