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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

Ideas

Showing 256 of 3091

Excluding Supplier from Approval in PL

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...
Guest about 2 months ago in iSAMS / iFinance 0 Awaiting Review

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.
Guest almost 2 years ago in iSAMS / iFinance 1 In Discovery

Ability to add Student Photos

In Central, when designing a report, student photos are available in the dataset, however, the menu structure to add them into a page is not available. Could this function be added?
Guest about 2 years ago in EDU Data & Analytics / Analytics 1

Bulk Cancellation of Leaver Direct Debits

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...
Guest 5 months ago in iSAMS / Fee Billing 0 Good Feature

Sales Item Invoice Segregation

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...
Guest 3 months ago in iSAMS / iFinance 0 Awaiting Review

Active / inactive toggle on VAT codes

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.
Guest about 1 year ago in iSAMS / iFinance 1 In Discovery

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 10 months ago in iSAMS / iFinance 1 Awaiting Review

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.
Guest about 1 year ago in iSAMS / iFinance 0 In Discovery

OData Link Fixed Asset Register

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...
Guest 5 months ago in iSAMS / iFinance 0 Awaiting Review

Draft Purchase Orders

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
Guest about 1 year ago in iSAMS / iFinance 1 Good Feature