The ability for the financial informaiton with in the Asset Management module of Every Compliance to sync / export to IRIS Financials in a digital way.
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...
Change iFinance address fields so that they match iSAMS address fields
iSAMS has three address lines, but iFinance only have two
In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters
The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...
Feel Billing Contact Notes - link to Pupil Manager Contact Notes
In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
Amending supplier bank details without the rest of the Admin functionality
I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?
It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Suggestion Description: Currently, the system requires users to select and download invoices cycle by cycle, which can be time-consuming and inefficient — especially when dealing with large volumes of records. I would like to propose a feature enh...