When an invoice is sent the invoice and accompanying email should be attached to the fee billing record of that pupil. You can then easily go into a pupil account in ISAMS Fee Billing and see what invoices were sent, when they were sent and what e...

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...

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed

School Workforce Census: would be good if clicking on an error brings up the right location to fix this, or even a comprehensive guide on how to fix each error that could come up. For example we needed to add in pay review dates, but couldn’t find...

Suggestion Description: Currently, the system requires users to select and download invoices cycle by cycle, which can be time-consuming and inefficient — especially when dealing with large volumes of records. I would like to propose a feature enh...

The ability to warn approvers if the same timesheet or same expense has been submitted on a previous occasion.

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

Be able to produce a monthly report showing who is eligible for half/nil pay due to sickness absence, based on their length of service, their sick pay entitlement and their absences over a 12 month rolling period

We would like to be able to issue invoices through our parent portal (we use My School Portal). We generate our invoices in SAGE and had enquired as to whether there was a way the invoices could be imported into iSams from SAGE, so they could then...

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...