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More links between Fee Billing and Pupil Registers

Having set up a register for scholarships, bursaries, and other discounts, it would be useful to be able to use information from this register in Fee Billing in order to apply discounts (as is currently possible via custom groups created in Pupil ...
Guest 12 months ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Awaiting Review

we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from the Invoice whenever a negative value is entered.

Dear isams Support Team, I am writing to inquire about a potential modification to our current billing system. Currently, we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

A report in Contracts that can be filtered to show criteria ie >£100K

The customer requested that there be the ability to create and filter a report in Contracts that can be filtered to show criteria ie >£100K
Angela Herbert 9 months ago in Every Compliance / Contracts 0

Remove the option to select a synchronisation period when Deferred Income disabled

When Deferred Income is disabled and you are synchronising the bills to iFinance, the popup option to select a period to sychronise to is confusing and mis-leading and should be removed.
Guest 3 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Raise an Issue by email.

This request is for a way to email new issues directly to the system. We would need a way to generate an email address for each of our 'properties', along the lines of sv5eftu4sdfgs.s6vsuB3@every.education Anyone who sends an email to that addres...
Guest 9 months ago in Every Compliance / Issues 0

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 almost 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Good Feature

Attach the invoices and accompanying emails to the pupil in ISAMS

When an invoice is sent the invoice and accompanying email should be attached to the fee billing record of that pupil. You can then easily go into a pupil account in ISAMS Fee Billing and see what invoices were sent, when they were sent and what e...
Guest 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Remove the ability for school-level admins to archive MAT Admins at school level

To maintain the integrity of trust-based governance structures within MATs, I recommend removing the ability for school-level administrators to archive MAT Admins within the Every platform. Rationale: Governance Hierarchy: MAT Admins typically h...
Guest 9 months ago in Every Compliance / MAT Admin 0

Fetching Opening Balances from iFinance for Fee Bills

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

User Login Report

It would be good to see which users log onto Every and which dont. I know that you can see per user, but with schools that have around 100 staff, going into each user report isnt do-able. It would be good to have a page / table that shows all user...
Guest 7 months ago in Every Compliance / Admin 0