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Ideas

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Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 8 months ago in iSAMS / iFinance 1 Awaiting Review

Work flows available for Reward & Conduct module

For those of us who don't use Wellbeing Manager it would be really useful if we could have workflows available in the Reward & Conduct module similar to those in Wellbeing Manager. so we could set up an alert email or something.
Guest 10 months ago in iSAMS / Reward & Conduct Manager 1 In Discovery

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 10 months ago in iSAMS / iFinance 1 Awaiting Review

Amending supplier bank details without the rest of the Admin functionality

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?
Guest about 1 month ago in iSAMS / iFinance 0 Awaiting Review

BULK DELETE SEATING PLANS

When deleting an exam cycle, you must first delete all the seating plans associated with that exam cycle. Sometimes there are over 100 seating plans which currently need to be deleted individually. Please can I suggest there is a bulk delete optio...
Guest about 1 month ago in iSAMS / External Exams Manager 2

Automatically add staff to user visibility when assigned to an action in Well-being Manager

Due to the sensitivity of the records in Well-being Manager, the visibility group is limited. Hence, authors of the concern do not automatically get visibility to the concern created. However, it would be efficient if once they are assigned to an ...
Guest about 1 month ago in iSAMS / Wellbeing Manager 1

Ability to add a register to the wizard bar

ability to add register to the wizard bar
Guest about 1 month ago in iSAMS / Reports Wizard 1

Create a numerical only custom field (not free text)

To be able to create a custom field that can only have numerical data entered into it and not text
Guest 3 months ago in iSAMS / Student Manager 0 Awaiting Review

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

Reports Manager - Templates

It would be amazing to be able to select multiple templates to delete, copy or archive together and not have to do it to each individual template.
Guest 10 months ago in iSAMS / Reports Manager 0 Good Feature