Ideas

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?

When teachers allocate a 'Field Types' when submitting an item, it should be visible/filtered in Manage Records, included in the notification email template and base reports. Currently, for example, a positive award, such as 'Good Behaviour' is aw...

Reward & Conduct notifications emails should be sent directly from iSams and not the Parent Portal. At the moment, if parents do not have an iSams Parent Portal account, they do not receive notification emails.

It would be useful to be able to manage which pupil registers are shown in R&CM. There are some that would be irrelevant as part of the area, creating a very wide screen unnecessarily.

Please add Pupil Form on e-mail templates as we have boys with the same name and Housemasters and staff need to be able to able to identity correct pupil when they receive a notification.

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...