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Finance

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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

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

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

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

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

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

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 They then subsequently decide not to come and are marked by Admissions as withdrawn.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

Import Recurring Charges with a cycle end date

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.
Guest over 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Automatically refund security deposits

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...
Guest over 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Fees and extra charges to include session rate

Currently we can set a charge as a fixed amount or percentage but our pre-school pupils are billed per session. If you added an individual session rate to the money details when setting a charge this could be used to calculate a total charge for f...
Guest over 10 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature