Finance

Showing 140

Override purchase invoice due date

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...

Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

1 VOTE

Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

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

6 VOTE

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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 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

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 11 months ago in IRIS Ed:gen & iSAMS / iFinance 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 about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

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

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

2 VOTE

Supplier invoice processed through APInbox with incorrect currency

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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

Please enter your email address

FILTER BY CATEGORY