Ideas

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

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

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...

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

We have been told in our UKVI Compliance Training that we should have a mechanism to check when expiry dates are due for both pupil passports and visa's etc. With the ability to send reminders at set points. Could there be a pop up reminder of all...

I'd like to email multiple Headteachers of current schools linked to multiple pupils in the Admissions module with one email and an attachment asking them to fill in references for each pupil. How can I get iSAMS email wizard to pull through the e...

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...

Please can there be an option to restrict which BI-codes are available against a general ledger code.

There should be a way of archiving past Admission Events. We have been using the product for 7 years and so have many events that are over 5 years old. They can be deleted but this deletes all the associated data. Would be good therefore if they c...