Finance

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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

13 VOTE

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

4 VOTE

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

2 VOTE

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

4 VOTE

Export BACS18 & Auddis files at preview stage

Can you please enable us to export and/or print the Direct Debit AUDDIS file so that we can check it?

Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

2 VOTE

Ability to bulk produce and email the Purchase Commitment by Approver report

It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...

Guest over 4 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

4 VOTE

Reoccurring button - fees and disbursements

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...

Guest over 9 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

2 VOTE

Add admission status to fee billing pupil view

It would be useful to add the pupils admission status to fee billing under the single pupil view summary when hovering over a pupil. This is useful if a pupil is duplicated as an applicant due to a new record being created when they accept and it ...

Guest almost 5 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

4 VOTE

Remove recurring charges from a leaver

It would be helpful to have the option to more easily remove recurring charges from a leaver.

Guest over 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

4 VOTE

Better links between Admissions and Fees billing

We have a few instances where a new pupil is initially marked as accepted and so has fees and other charges added to their account. They then subsequently decide not to come and are marked by Admissions as withdrawn. We have noticed that the fee c...

Guest over 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

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