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Ideas

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Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest 8 months ago in iSAMS / iFinance 0 Awaiting Review

Fee Billing Manager - Segregation of configuration screen from user with billing generation role

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...
Guest 8 months ago in iSAMS / Fee Billing 1

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 8 months ago in iSAMS / iFinance 2

Using custom groups to EXCLUDE pupils from Fee Allocation Rules

When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...
Guest over 1 year 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 8 months ago in iSAMS / Fee Billing 0 In Discovery

Workflow approval for multiple cost centres

The workflow for invoice approval only allows for one cost centre. It would great if it could send elements of the invoice to different approvers if the cost being split across multiple cost centres
Guest about 2 years ago in PS Purchasing 2 Awaiting Prioritization

Ability to attach documents with School Fee Invoices

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.
Guest over 3 years ago in iSAMS / Fee Billing 0 Good Feature

Select personalised fields in reports

I run an Outstanding Purchase Orders by Supplier report every week to remind everyone what needs to be GRNd, and spend hours deleting unnecessary columns and manually, line by line, adding in the department/user that created each order. Would it b...
Guest 9 months ago in PS Purchasing 1 Already exists

Bulk import recurring charges with end date

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year
Guest over 1 year ago in iSAMS / Fee Billing 0 Good Feature

Being able to schedule send Group emails

Being able to schedule send messages would be beneficial rather than having to wait for the actual time/day.
Guest over 1 year ago in IRIS Reach 0