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Fee Billing Manager - Segregation of configuration screen from user with billing generation role

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...
Guest 2 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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

Fee Billing suggested auto post

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Now

Bulk Payment Batch Numbers

Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...
Guest 2 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Amend batch names in a cycle

It is very easy to mis-name a batch when in production & it would be extremely useful to be able to re-name batches so that they are easier to identify or correctly identify a batch for future reference.
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

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

Default GL Code for Item Invoices/AP Inbox

Please could a default GL Code for supplier invoices be made available for the Item Invoice/AP Inbox function. It would greatly improve processing speed if you could as we have a large number of suppliers that are only ever put to one code. It alr...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Meaningful Message for an error on BACS file

On generating a BACS18 file, if the process fails, there is no meaningful error message to investigate from. Instead, a support call has to be raised which takes time to resolve and sending a BACS file is time critical. It would be helpful if a me...
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

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

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 over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next