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Ideas

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Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 9 months ago in iSAMS / iFinance 0 Awaiting Review

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest 9 months ago in iSAMS / iFinance 0 Awaiting Review

management reporting to be inclusive of VAT

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...
Guest 9 months ago in iSAMS / iFinance 0 Awaiting Review

Better Communication of Updates

If you run an update on the system communicate with schools and explain what the impact might be instead of us trying to solve an issue that has never arisen before with parents receiving messages
Guest 9 months ago in IRIS Reach 0

Email form response to parents

When parents complete a form, could they get an email of what they have chosen, or be able to go back to the link to view their submission?? We have a whole KS2 event today and are dealing with many phone calls of people who can't remember what th...
Guest almost 2 years ago in IRIS Reach 1 Awaiting Prioritization

Lock down of BI/GL that PO inputters see

Only allowed PO inputters to see the GL/BI codes assigned to them
Guest about 3 years ago in iSAMS / iFinance 0 Later

Ability to Edit Fee Allocations

We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.
Guest 5 months ago in iSAMS / Fee Billing 0 Awaiting Review

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 about 1 year ago in iSAMS / Fee Billing 0 Good Feature

Online payment portal for clubs,lunches,dress down days etc

it would be great if it was possible to have an online portal for parents to make one off payments to the school for things such as clubs, trips, lunches, dress down days etc. this would save the children having to bring money into the school and ...
Guest over 2 years ago in iSAMS / Fee Billing 1 Later

Forms - pls add some more dynamic text fields

We use Forms for a yearly Data Collection exercise. It would be useful if we could use dynamic text fields to pre-populate a form with parents' address details and phone numbers (pulled from SIMS). That way we can simply ask parents to confirm the...
Guest over 2 years ago in IRIS Reach 2 In Discovery