Finance

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Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...

Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

2 VOTE

Ability to amend the Charge Sheet available via the Export Wizard

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...

Guest 5 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

2 VOTE

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

Guest 5 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

3 VOTE

Sales account credit balances to be taken into consideration for direct debits

We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...

Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

10 VOTE

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

8 VOTE

General Journal - repeating over months

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.

Guest about 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

4 VOTE

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

12 VOTE

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 over 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

6 VOTE

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

6 VOTE

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 almost 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

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