Ideas

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 upload documents such as medical certificates or other relevant paperwork would enhance the efficiency and accuracy of the leave request procedure. It would also reduce the need for physical paperwork and manual handling, thereby mi...

when you process an item purchase invoice the description entered is only viewable in the general ledger. In the purchase ledger and supplier account it shows as the account name/invoice number/value. When processing a batch purchase invoice the d...

We are able to mark a leave request as approved or rejected but if it is for a family holiday we want to explain to the parent that this has been logged but is an unapproved absence. Also rejected seems to not go down well with parents - are we ab...

When a Purchase order has already been approved and the user clicks to approve from the email they get the following message ( See attached) Could this be changed as it is not very user friendly.

I have enabled "Discipline" in our options for Parent Portal and can see that they can view Detentions which is fine. As currently it lists all historic data from when we first used iSAMS in 2022. Is there a way of limiting history of data shown f...

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...

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...

There is no option to add drop-down lists in the electronic forms. This makes the forms difficult to configure or very long when there are many options in the same section.

The house information cannot be shown in the parent portal or the cloud portal which is supposed to replace iParent app. This information is needed for parents so that they can buy clothes according to houses before the start of the school.