It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed

Within the Documents module, we would request that there is a report built to allow for the Admin team to review the name of the document item and which staff have and have not read this for all documents across the school.

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

Update the risk module so that we can create a more sophisticated risk register template as per attached document

We would like to be able to issue invoices through our parent portal (we use My School Portal). We generate our invoices in SAGE and had enquired as to whether there was a way the invoices could be imported into iSams from SAGE, so they could then...

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

I would like to recommend the system provides an import function for creating purchase orders. As a school entity, we often have purchase orders containing over 100 library books. Without a bulk import feature, our staff must manually input each l...

We have created a supplier on our system called credit card orders to cover the one off purchases on the credit card. We have come across a number of instances where the suppliers payment method in the purchase order (PO) is different from the inv...

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

Please can there be an option to restrict which BI-codes are available against a general ledger code.