Finance

Showing 139 of 2596

Ability to claim for expenses on the web

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.

Guest over 2 years ago in iSAMS / Ed:gen / iFinance 0 Good Feature

2 VOTE

Using custom groups to EXCLUDE pupils from Fee Allocation Rules

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...

Guest 12 months ago in iSAMS / Ed:gen / Fee Billing 0 Good Feature

2 VOTE

Bulk import recurring charges with end date

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year

Guest about 1 year ago in iSAMS / Ed:gen / Fee Billing 0 Good Feature

1 VOTE

Document History

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...

Guest 6 months ago in iSAMS / Ed:gen / iFinance 0 In Discovery

1 VOTE

Invoice Template - Presentation improvements

On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...

Guest 7 months ago in iSAMS / Ed:gen / Fee Billing 0 Awaiting Review

5 VOTE

Ability to attach documents with School Fee Invoices

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.

Guest about 3 years ago in iSAMS / Ed:gen / Fee Billing 0 Good Feature

1 VOTE

Data exports from iFinance and iSAMs

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...

Guest 8 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

2 VOTE

Two authorisers on a bulk payment

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.

Guest over 1 year ago in iSAMS / Ed:gen / iFinance 0 Good Feature

2 VOTE

To be able to add Unallocated transactions in the purchase ledger column/grid

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.

Guest over 1 year ago in iSAMS / Ed:gen / iFinance 0 Good Feature

3 VOTE

Ability to change column width within Business Intelligence Setup page

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?

Guest about 2 years ago in iSAMS / Ed:gen / iFinance 0 Good Feature

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