Ideas

As we cannot anonymise applicants or enquiries in the Admissions Module when they have been archived as rejected or withdrawn. This is in breach of GDPR regulations and means every school who is using this module could be fined by the ICO.

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

Independent schools need to be able to forecast and report future intake numbers. There is currently no report, as confirmed by iSAMS support, that will allow you to report by year and/or term of entry for prospects. Analysis of conversion rates a...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

The schools in our MAT need to collect whether or not a contact has PR when they submit an enquiry form via the Cloud Portal, but this is not an available field when configuring the form - as state schools we mostly need to use this form for initi...

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...

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 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...