Finance

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Inactive VAT Codes

Dear Kim & Kate Can I please make a suggestion that VAT codes can be made inactive when no longer in use so that they do not appear within the VAT code dropdown menu when raising POs, sales & purchase invoices. Due to our school falling un...

Guest 3 months ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

1 VOTE

Automated discounts

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Guest 25 days ago in iSAMS / Ed:gen / Fee Billing 0 Awaiting Review

1 VOTE

Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

Guest 26 days ago in iSAMS / Ed:gen / Fee Billing 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 9 months ago in iSAMS / Ed:gen / iFinance 0 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

7 VOTE

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

Guest 6 months ago in iSAMS / Ed:gen / iFinance 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

4 VOTE

Fix transactions' analysis code imported to iFinance debtors account from Fee Billing

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...

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

9 VOTE

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

Guest 10 months ago in iSAMS / Ed:gen / iFinance 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 about 1 month ago in iSAMS / Ed:gen / iFinance 0 Awaiting Review

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