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Finance

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Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks
Guest 7 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2 Good Feature

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 6 Good Feature

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

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

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

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

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 9 months 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 about 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

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 10 months ago in IRIS Ed:gen & iSAMS / iFinance 2 Good Feature

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