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Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.
Guest 7 months ago in iFinance 0 Awaiting Review

Email subscription for news updates

I understand that the opt out/in function for the notification via email subscription is only available for selected modules which excludes news manager or bulletin. We feel that email subscriptions for news and bulletin will be very useful for pa...
Guest about 1 month ago in News Manager 0 Awaiting Review

School Division Field

I'd like to be able to pull the School Division field in the HR reports. The field currently isn't available. Thanks
Guest about 2 months ago in HR Manager 0 Awaiting Review

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 6 months ago in iFinance 1 Awaiting Review

Recognising/Merging Keywords from the Excel Comments Template

It would be immensely helpful if the downloaded report template (Excel) from RW subject comments would recognise and convert the already existing keywords from within the statement bank. This means then being able to use the keywords (e.g. <<...
Guest 3 months ago in Reports Wizard 0 Awaiting Review

Request to automate the transition from Applicant to Current status based on the employee's joining date.

Hi Team, We would like to request the system to automatically change the status of the new staff from Applicant to Current once the employee's join date is reached. May I know whether this is possible? Thank you
Guest 5 months ago in HR Manager 0 Awaiting Review

Batch edit Contact details

Would like to be able to batch edit contact details, Address, Country, Phone numbers, emails. This means we can make the data consistent, move any rogue characters, and do regular checks on data - cross comparing with our reservations reports from...
Guest 2 months ago in Student Manager 0 Awaiting Review

Allow "Cover Note" to be able to be added to the email template for emailing out cover

It would be really helpful if additional information about the cover (that we currently include in Cover Note) could be one of the fields we can add to our email template for emailing out cover to staff. Currently this field is only viewable in th...
Guest 4 months ago in Cover Manager 0 Awaiting Review

Allow import of CIE component results spreadsheet

The CIE awarding body have supplied component results in spreadsheet form for the June 2025 exams. It would be useful if we could import these into isams so that we can include them in the results information we provide to pupils and staff.
Guest about 1 month ago in External Exams Manager 0 Awaiting Review

Importing a pupil list in Student Manager from one trip to another

I am setting up a number of trips where the same pupils are attending. It would save a lot of time if the list of pupils could be imported from one trip to another to save inputting individually each time
Guest 3 months ago in Student Manager 0 Awaiting Review