Ideas

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...

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...

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

The field for 'Future School' under the Enrolment tab of Student Manager is not available for Group (or Batch) Edit. This data therefore has be entered into each student record individually. As many of our primary children all go to the same few h...

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...

Please could you add 'Health Record' under applicants on student manager. Is it possible to have the option ‘ Health Record’ under ‘Additional Information’ on the Applicants tab on Student Manager- this is to ensure new students are set up ready t...

The Assessment & Reports tab does not show any data for reports that have data which came from Gradebooks.The subjects are listed but none of the associated grades.Pupil Profiles is a key area for our teaching staff to see information on a stu...

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.