Ideas

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.

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...

We should be able to see each others email log and be able to open the email sent from the system

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...

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 ...

iSAMS support have confirmed that the system is set up to only notify school users of a registration form submission if a successful payment is made. If payment is not made, the form comes through but no one gets notified. It would be much more he...

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. ...

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...

We have set up admission forms for parents to complete. Currently the Year on Entry displays 2024 for example but is not clear if this is a calendar year or academic year. We would like it to display 2024/2025 for example to make it easier for sel...

add the ability to create forms linked to fields in the medical manager, documents & files and notes through data fields and custom data fields. Then however many links to hidden web pages can be sent to prospective parents