Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...
Currently it is possible to create Asset Financial Categories and then to allocate them to asset types which is just what the customer (The Clare School) want. However that is where it stops. They, and I, are requesting that this needs to be taken...
Any document uploaded against a candidate or by the candidate in the ATS to pull through to the Employee documents area to futher reduce workload and duplicate data entry.
Ability to create a contract of employment for a candidate matching the job role information with the information from the candidate portal. With an option to e-sign the document before converting to an employee.
Remove requirement for both a Cost Centre and Department
Currently fee billing is capable of processing charges against nominal accounts with no cost centre or department, or those with both a cost centre and department only, but not with only one. For iFinance users, this means you have to have BI code...
Asset disposal - revisit to add a description (reason)
After an asset has been disposed of it isnt currently possible to revisit it and add a reason why. Customer today had a few that he wanted to do this to but wasnt able to.
Sales account credit balances to be taken into consideration for direct debits
We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...
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In Discovery
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Good Feature
