Ideas

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

We recently imported some CAT4 data into iSAMS which will shortly be used in reports going home. The data was imported in Tracking Manager and then pulled through into a new gradebook. One pupil missed the original CAT4 tests and we've just receiv...

It has been requested that a school wishes to analyse how long it takes for a student to move between an admission stage i.e. how long did it take these year 7s to move from offered to accepted and/or enquiry to offered.

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...

Currently, school email address field is not available for applicants. It would be beneficial if this field were accessible, allowing the school email address to automatically transfer once an applicant becomes a current student.

Currently, Gradebooks has only an ability to filter columns (among the large number of culumns) to be displayed. It would be much much more useful if it could have the ability to filter / sort data by the value of the characteristics fields and th...

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...