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...
Contact id to be visible in contact record in student manager
In some ocasions we have detected duplicated parents, normally in families that have not been properly linked. It would be very useful to compare a Contact record by the isams internal Contact ID (this field is available for export in Export Wizar...
Electronic signature on forms in Admissions Portal
Our Admissions Team would like to have an electronic signature (similar to DocuSign) to be on the form which parents complete on the portal to accept their place at the school.
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...
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
Ability to set default email settings for new users
At the moment when new users are created (in our case usually automatically by being pulled through from EveryHR) it defaults to that user receiving no email notifications. Ideally we would want to be able to set some defaults so that, for example...
Removing the option of completed - awaiting documentation
You should be able to, as MAT admin be able to turn this feature off, or if it is used then the activity should show in a completely different colour on the matrix.
If uploading a single instance of a generic document, not linked to a specific employee, but we want it to be distributed to all, it would be useful to not have to save the file with each employees NI or employee number