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Finance

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Multi level authorisation for PO

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Archive Bank Accounts

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Good Feature

Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
Guest 6 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Next

Ability to view amend and forget memorised auto-postings from a complete list of saved data

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...
Guest 9 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Create Refund Bank File

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Online payment portal for clubs,lunches,dress down days etc

it would be great if it was possible to have an online portal for parents to make one off payments to the school for things such as clubs, trips, lunches, dress down days etc. this would save the children having to bring money into the school and ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Using custom groups to EXCLUDE pupils from Fee Allocation Rules

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Bulk import recurring charges with end date

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

VAT on Percentage based fee codes - Attached to Parent

When a fee code is percentage based the VAT code the should be derived from the Parent and not from the item itself. This is because it could be attached to parents with different VAT rates. The VAT field should not be a required field. If it is a...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2