Ideas

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year

When searching periods could you add "Prior Year" as a factory set option.

There must be a quicker way to get to the Purchase ledger.

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...