Ideas

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 ...

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...

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...

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

Hello! I would like to suggest that in the logs area, it should be possible to search by name—for example, the name of the teacher we want to look up. This would make the search process much faster, as we wouldn’t need to go through “a thousand pa...

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...

When the gradebooks are exported as excel, it would be really helpfull to include the student code or school identifier.