Ideas

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

We are unable to synchronise contact details from ISAMS to IQF for certain contacts as there are over 50 characters. This does not meet our needs as we need to input the full legal names and addresses on our database

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

Being able to schedule send messages would be beneficial rather than having to wait for the actual time/day.

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?