Finance

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

1 VOTE

Batch Invoice description to show as entered in the purchase ledger supplier account

when you process an item purchase invoice the description entered is only viewable in the general ledger. In the purchase ledger and supplier account it shows as the account name/invoice number/value. When processing a batch purchase invoice the d...

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

1 VOTE

Email from the new workflow approval system looks to come from recipient

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...

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

1 VOTE

Split Lodgement for Suppliers

We really love the split lodgement feature in the Sales Ledger and think this would be a very useful feature to have in the Purchase Ledger too

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

1 VOTE

Increase Character Limit in Lodgement Number

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.

Guest 3 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 10 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

13 VOTE

Deposits - retained rather than returned

We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...

Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

1 VOTE

Raising a VAT only invoice

Since the implementation of VAT on school fees, we need to raise VAT only invoices to our Local Authority. At present the invoice needs to be raised outside of iFinance, but it would be helpful to be able to do this as part of our billing cycle.

Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

1 VOTE

New VAT drop down in Bank Feed

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...

Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

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