Ideas

Dear isams Support Team, I am writing to inquire about a potential modification to our current billing system. Currently, we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from...

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

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.

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...

When we send out a reminder about previous communication sent via Iris Reach, there are a number of ‘lazy’ parents that say they didn’t receive it. But when you search their child’s Email Log you can see it has been sent. I am requesting that ther...

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...

using & causes the narrative to change to &amp: when exporting using excel. This is problematic as we need to keep descriptions relatively short.

Please can the bill payer code be included on the direct debit tab on the fee billing manager page. Plus the student name and code that each direct debit line relates to.

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...