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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

Ideas

Showing 198 of 3090

Creating user accounts and applying them to more than one site (for groups)

Push down feature in Central. As we are a large group - we have central colleagues that need to access each site. We would like functionality where we create the user account and then push that to the relevant schools or all of them. For example a...
Guest over 1 year ago in EDU Data & Analytics / App 0 Planned

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

Keep Homepage Preference

When you unpublish a report to make a change it removes it from all users homepage if it has been set as as their Homepage Preference. This means you have to impersonate every user who has this as their homepage preference and reset the homepage p...
Guest over 1 year ago in EDU Data & Analytics / App 0 In Discovery

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

Plot week day from MIS: Medical Student Appointment

I can use the date from variable to plot a graph of the date a student visited the nurse. I would like to do a summary of which day of the week students visit the nurse. I don't think there is currently a link between the date and the day name in ...
Guest over 1 year ago in EDU Data & Analytics / Analytics 2 Will not implement

School Monthly Occupancy Applicants based on Admissions Config

Currently Applicants are included in School Monthly Occupancy based on having 'accepted' or 'confirmed' in their Admission Status. Can this be changed to any status which has been set as 'Accepted' within the 'Statuses' area of the 'Admissions Con...
Guest over 1 year ago in EDU Data & Analytics / Analytics 0

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

VAT Type column available under the Customise Grid options in the bottom left corner

Customise grid option does not include adding VAT type, although that data field exists
Guest 11 months ago in iSAMS / iFinance 0 Awaiting Review

Fixed Assets - Full Year's Depreciation in First Year of Purchase

Could we please introduce the option of charging a full year's depreciation in the first year of purchase, which would be in line with some company's depreciation policies. Currently, the only override is to set the purchase date to the first day ...
Guest 11 months ago in iSAMS / iFinance 0 Awaiting Review