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Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Multiple Security Profiles

It would be useful to be able to have a User attached to multiple Security Profiles so we don't have to make so many. For example the Boarding staff are compromised of Teachers and Support Staff. So we currently need to have a Teachers profile, a ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.
Guest 12 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Bulk Allocation

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 Next

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.
Guest 8 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Publish 'own' reports in Wizard bar

When creating a new report in Analytics & Insights, we would like the ability to publish the report in the appropriate section of the wizard bar eg. We created an SEN exam provision report and wanted to publish it under the 'View SEN report' '...
Guest 6 months ago in IRIS Ed:gen & iSAMS / Analytics & Insights 1

Bulk Cancellation of Leaver Direct Debits

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...
Guest 4 months ago in IRIS Ed:gen & iSAMS / Fee Billing 0 Awaiting Review

Bulk-enable feature for Push Notifications

Bulk-enable feature for Push Notifications for the various Channels. Allow the user to enable channels for parents with a bulk entry instead of selecting and changing each one individually.
Guest about 1 month ago in IRIS Ed:gen & iSAMS / Control Panel 0 Awaiting Review

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 7 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review