Ideas

Dear Support Team, Our Finance team would like to receive a copy of all invoices generated and sent through iSAMS ( Fee billing Manager) to our finance email address If possible to automatically CC or BCC this email address on all outgoing invoice...

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

It would be extremely useful to be able to have more tabs opened at the same time, i.e. Suppliers and GL or withing suppliers Orders and Item invoices. Switching back and forth looses filters and consequently is rather time consuming. It would als...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

Enable more information to be pulled through into iFinance. For example, Pupil Name, Relationship Type, School Name, whether on direct debit etc.

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

When raising Purchase orders would it be possible for the system to flag if the analysis code will go overspent. Could finance users put a stop on anything else being raised against this code or automatically sends it to a higher level to authorise?