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Receipt Publishing

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

Guest 4 months ago in iSAMS / Ed:gen / iFinance 1 Awaiting Review

2 VOTE

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 about 2 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

5 VOTE

Electronic signature on forms in Admissions Portal

Our Admissions Team would like to have an electronic signature (similar to DocuSign) to be on the form which parents complete on the portal to accept their place at the school.

Guest 4 months ago in iSAMS / Ed:gen / Admissions Portal 0 Awaiting Review

1 VOTE

Calendar Manager Layout

Please could the layout of the Calendar Manager be changed to make it more user friendly? It looks very clunky and at a glance is very hard to navigate. Please could there be the option to change the layout to look like a more traditional calendar...

Guest 24 days ago in iSAMS / Ed:gen / Calendar Manager 0 Awaiting Review

1 VOTE

Attachment file too big

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

Guest 24 days ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

9 VOTE

Ability to change VAT coding

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

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

3 VOTE

Importing a pupil list in Student Manager from one trip to another

I am setting up a number of trips where the same pupils are attending. It would save a lot of time if the list of pupils could be imported from one trip to another to save inputting individually each time

Guest 2 months ago in iSAMS / Ed:gen / Student Manager 0 Awaiting Review

10 VOTE

Ability to see the VAT codes in the Transaction Browser & GL Drilldown grids

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

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

1 VOTE

Fetching Opening Balances from iFinance for Fee Bills

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...

Guest 26 days ago in iSAMS / Ed:gen / Fee Billing 0 Awaiting Review

6 VOTE

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 5 months ago in iSAMS / Ed:gen / iFinance 1 Awaiting Review

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