Finance

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Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...

Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

5 VOTE

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

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

8 VOTE

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.

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

8 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 0 Good Feature

6 VOTE

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

2 VOTE

management reporting to be inclusive of VAT

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...

Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

7 VOTE

Allow option to prevent negative fee total for billing

Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.

Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

4 VOTE

Fixed Asset Disposal

Where an asset purchase contains a quantity of items ie 20ipads. It would be useful to have the ability of dispose of a certain number at different times rather than having to dispose of them all at once.

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

3 VOTE

Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...

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

3 VOTE

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...

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

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