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Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Already Present

Training Reports

Reports are very basic and cumbersome. Why can't reports show only the latest up to date training? When you run a report it gives historic training too which complicates and is not necessary. I do not need to know the person has completed 4 lots o...
Guest over 1 year ago in Every HR / Report Builder 1 Good Feature

Create contract of employment in recruitment

Ability to create a contract of employment for a candidate matching the job role information with the information from the candidate portal. With an option to e-sign the document before converting to an employee.
Guest over 1 year ago in Every HR / Recruitment 1 Good Feature

Export BACS18 & Auddis files at preview stage

Can you please enable us to export and/or print the Direct Debit AUDDIS file so that we can check it?
Guest almost 7 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Later

Age of Expenses Enforcement

The ability to warn and / or restrict individuals from submitting expenses that are a certain age i.e. over 3 months old.
Bradley Allen over 1 year ago in Every HR / Time & Expenses 1 Good Feature

Ability to Edit Fee Allocations

We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Already Present

Ability to set a Deposit to Inactive

We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

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 over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1

Option to view all items on Document Publishing page

On the recently upgraded Document Publishing page it is only possible to view 10, 20, 50, 100 or 500 documents at a time. We have over 800 pupils, and it would be really useful to be able to see all at once. That way when we e-mail our invoices it...
Guest about 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?
Nantawat Sintagerd over 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 1