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Fee Billing

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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 11 months ago in IRIS Ed:gen & iSAMS / Fee Billing 2 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 about 1 year 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 12 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 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

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

Using custom groups to EXCLUDE pupils from Fee Allocation Rules

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...
Guest 9 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Bulk import recurring charges with end date

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year
Guest 10 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Ability to attach documents with School Fee Invoices

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature

Delete recurring fees in bulk from one cycle

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...
Guest over 3 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Good Feature