We have a few instances where a new pupil is initially marked as accepted and so has fees and other charges added to their account. They then subsequently decide not to come and are marked by Admissions as withdrawn.
We have noticed that the fee charges remain on their account and so could potentialy be send a bill in error. This has been picked up by internal checks, but could the system warn that such charges still exist and need to be amended?
We started taking admission deposits through iSAMS. The amounts appear in the "Payments" tab in Fee Billing. We have to manually enter these transactions into iFinance, as there there doesn't seem to be a link between the two systems. Is there any way that these receipts and the transaction fees and their associated VAT can be updated automatically in iFinance?
If not, then at least to have a report in Fee Billing showing all receipts and the transaction fees, that we can download as a CSV and upload in bulk ourselves with a manual intervention. At the moment we have to go into each transaction individually., download the PDF to for each transaction which is a time consuming process.
Monthly transaction fee VAT invoice would be good too, instead of one invoice for each transaction. In theory to comply with VAT we have to enter each of the iSAMS transaction fee invoices into iFinance to support our VAT reclaim, as you can imagine this is a tedious process.
Any help to improve efficiencies would be gratefully received.