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BI code imported to iFinance debtors account from Fee Billing are often wrong!

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Tax Codes on Approval Emails

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 3 Next

ParentMail transfers name data with an accent correctly into their system

Currently names with an accent are not synchronised correctly, and random characters are added to a students name making the actual student's name corrupt and unsearchable in ParentMail.
Guest almost 2 years ago in IRIS Parentmail 0

Apinbox issue notification

Please could there be some sort of pop up notification when IFinance are aware of an issue to prevent us bothering our internal IT teams. For example, when there is an issue with the APInbox. It is frustrating when I log an issue and IFinance are ...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Repeat booking option for registers

Before ParentMail was updated in April there was always an option on registers to select "Repeat Selection" when booking sessions. This has been discontinued much to the annoyance of parents who like to block book their wraparound care sessions. C...
Alison Protheroe 5 months ago in IRIS Parentmail 1

Change the wording used in the email generated when a form is sent so it does not read Dear (surname)

Currently when a form is sent the parents are sent an email which begins: Dear (surname). This looks quite unprofessional and we would like to either change it to include the salutation first or change it to parent/carer.
Guest 10 months ago in IRIS Parentmail 0

Purchase Order Bulk Import

I would like to recommend the system provides an import function for creating purchase orders. As a school entity, we often have purchase orders containing over 100 library books. Without a bulk import feature, our staff must manually input each l...
Guest 10 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Parents can only receive a form if already registered

If a parent has not registered with Parentmail they do not receive a FORM electronically - system produces a paper copy. Is there any way to be emailed the form with a message saying e.g. "to complete form, please register for an account".
Dawn Dudley over 2 years ago in IRIS Parentmail 1 Awaiting Prioritization

OData Link Fixed Asset Register

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review