Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)
Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
Suggestion Description: Currently, the system requires users to select and download invoices cycle by cycle, which can be time-consuming and inefficient — especially when dealing with large volumes of records. I would like to propose a feature enh...
It would be useful to be able to add custom fields under Asst & Fees section of the pupil record so bursary data can be added without other people being able to access the data. From there we would need to be able to use those fields in emails...
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...
Remove school prefix from supplier account numbers
I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...
We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...
With the rise of Cyber Attacks on schools, during the Summer holiday we would like to restrict staff to only be able to access iSAMS from within the School, therefore, a predefined IP address. This will allow support staff, still at School, to acc...
We were able to make the Parent Portal simple and objective with only a few pages in the older version - customizing names, menus, their order, etc. This was a huge loss from the previous one, and now we will have to share a longer version and rec...
We've noticed a mistake in some of the exam percentages entered into reports that have gone out during the summer term. Now that we've done the rollover for the next academic year we can't edit the reports. In the MIS at my previous school I could...
