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PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
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Ideas

    Showing 206 of 3086

    Bulk Payment Batch Numbers

    Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...
    Guest 9 months ago in iSAMS / iFinance 2

    Approval Levels

    Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...
    Guest over 4 years ago in iSAMS / iFinance 0 Next

    Automated Sibling Discounts

    Our current fee billing software allows us to manage sibling discounts by automatically managing sibling links. It knows therefore to allocate each second and subsequent younger sibling with a 10% discount. When a sibling joins or leaves it would ...
    Guest over 12 years ago in iSAMS / Fee Billing 0 Good Feature

    Meaningful Message for an error on BACS file

    On generating a BACS18 file, if the process fails, there is no meaningful error message to investigate from. Instead, a support call has to be raised which takes time to resolve and sending a BACS file is time critical. It would be helpful if a me...
    Guest 9 months ago in iSAMS / Fee Billing 0 In Discovery

    Delete recurring fees in bulk from one cycle

    It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...
    Guest about 4 years ago in iSAMS / Fee Billing 0 Good Feature

    Bulk send receipts via email

    Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
    Guest 10 months ago in iSAMS / iFinance 0 Awaiting Review

    Ability to change column width within Business Intelligence Setup page

    Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?
    Guest over 2 years ago in iSAMS / iFinance 0 Good Feature

    Ability to choose default tax code for invoices through AP inbox

    At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
    Guest 10 months ago in iSAMS / iFinance 0 Awaiting Review

    Date warning for API invoices when transaction date is in period already closed

    iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
    Guest 10 months ago in iSAMS / iFinance 0 Awaiting Review

    Make the Quantity an integer

    Unless I am missing something it seems pointless to have the quantity figure in decimal.
    Guest 11 months ago in iSAMS / iFinance 0 Awaiting Review