Ideas

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

Option to set up an item code for reporting purposes but be able to remove the find the last invoice value option when an invoice is read into the AP inbox. When you import the invoice shows the value of the invoice but when you apply an item code...

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

Census Manager only provides a summary report so it is very difficult to validate your data when you cannot see what data the Census has based its summary on. Leavers have a big impact on the data. Could we please have detailed reports for each ar...

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

It would be very helpful if the system could automatically add the file description or the name of the file when uploading to the Admission portal, ensuring it matches the description or title of the corresponding field on the form. This way, we c...

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.