Change iFinance address fields so that they match iSAMS address fields
iSAMS has three address lines, but iFinance only have two
In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters
The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...
Guest
about 2 months ago
in iSAMS / iFinance
0
Awaiting Review
Can a report be available or an amendment in Accounting to be able to export more lines on the document enquiry when downloading the GL Extract for auditors. Due to the limit of lines several detail enquiries need to be ran in order to obtain all ...
Feel Billing Contact Notes - link to Pupil Manager Contact Notes
In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
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
17 days ago
in iSAMS / iFinance
0
Awaiting Review
It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest
over 1 year ago
in iSAMS / iFinance
6
Good Feature
At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...
When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Guest
about 2 months ago
in iSAMS / iFinance
0
Awaiting Review
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...