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Finance

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Ability to Edit Fee Allocations

We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.
Guest about 1 month ago in iSAMS / Ed:gen / Fee Billing 0 Awaiting Review

VAT control account cleardown

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Guest 6 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

PO number sorting

It would be very useful to be able to sort the POs by number. Currently the system has no ability to recognise different number of digits and sorting doesn't work. I am currently using the date sort but the other day there was a glitch, which high...
Guest 3 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

Company logo in new user interface IQ

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.
Guest 6 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

Ability to set a Deposit to Inactive

We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.
Guest about 2 months ago in iSAMS / Ed:gen / Fee Billing 0 Awaiting Review

Increase the character limit in Accounts Receivable sections

We are unable to synchronise contact details from ISAMS to IQF for certain contacts as there are over 50 characters. This does not meet our needs as we need to input the full legal names and addresses on our database
Guest about 2 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

Item Credit Notes Should be Able to Be Sent for Approval using the new Workflow

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.
Guest about 2 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

Email Log ability to view emails sent

We should be able to see each others email log and be able to open the email sent from the system
Guest 6 months ago in iSAMS / Ed:gen / iFinance 1 Awaiting Review

Document preview window when entering debit notes

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Guest 6 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Guest 6 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review