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Correct View purchases for an item report

Please see ParentMail support ticket 00551293 which has screenshots I cannot post on this site. When an item has instalments and one instalment is refunded, the refund amount appears against all instalments. This make reconciliation of the payment...
Neil Williams over 1 year ago in IRIS PlusPay 0

The ability to track cost of a trip

It would be useful to be able to add a cost area with an attachable invoice to then be able to run a report on £x income received from parents vs. £x cost of the trip / event from the supplier.
Bradley Allen over 1 year ago in IRIS PlusPay 0

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

Add School Name and other details to statements for club bookings

Raised by Jessica Kramer at Fosse Way Academy. Would like the statements parents can access for breakfast and after school club bookings to contain the school name, logo and Ofsted number, or the option to personalise the statements. Parents claim...
Viv Farnsworth about 3 years ago in IRIS Parentmail 1 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

Purchase Window 'Viewable to' should remove items even when paying instalments

It is frustrating that when a payment item is set up for instalment payments, parents can still pay after the viewable to date.
Guest over 1 year ago in IRIS Parentmail 0

Allow bulk delete of Payment Alerts

I'd like to be able to select all the Payment Alerts and Accept them in one go
Guest over 1 year ago in IRIS Parentmail 0

have a charity link to comic relief

This would be useful for us to be able to have donations collected during red nose day go directly to comic relief
Guest over 1 year ago in IRIS Parentmail 0

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