Solutions for Accounting and CRM have been working with iSAMS for a number of years as their exclusive Sage 200 business partner. We have developed a comprehensive integration between Sage 200 and the iSAMS Fee Billing module in order to bring together key administration and accounts information.
The “Sage Accounts Connector module” is designed to provide a seamless integration between the Fee Billing module within iSAMS and Sage 200, giving you greater control and flexibility in the way you manage your billing, payments and statements.
Highly versatile, the Sage Accounts Connector module customises Sage 200 so that it fits more easily within your school environment. The module integration introduces the concept of “pupils” into Sage 200 for all transactions that involve the Sales Ledger. This allows for reporting of outstanding invoices by parent and/or pupil and the creation of parent statements with a full breakdown by pupil.
The integration also offer:
1. Simple and efficient invoice creation
2. Sharing of billing information and deferred income posts
3. The creation of Direct Debit files
4. The ability to tag and reassign transactions
Simple and efficient invoice creation
The dynamic integration of the two platforms means that schools can benefit from simple and efficient invoice creation processes. While the iSAMS Fee Billing module is responsible for generating invoices, Sage focusses solely on completing the necessary accounting activities.
The invoice synchronisation routine pushes the invoices, including any associated accounting transactions, directly into the Sage 200 Sales Ledger and Nominal Ledger, automatically creating Sales Ledger accounts for parents. This synchronisation process means that all data can be managed centrally within iSAMS, removing the need to manage and maintain two databases. Updates can be made at the click of a button to ensure ongoing data integrity and the smooth running of your invoice creation.
Deferred Income and Direct Debit Collection
Sage 200 also offers a Deferred Income module and Direct Debit Collection module using invoice and “fee run” information from iSAMS:
Deferred Income module: allows the user to create a deferred income schedule within Sage 200 and automatically post journals to release the income over time.
Direct Debit Collection module: allows schools to create a receipt schedule for either single or multiple collections. It expands on standard Sage 200 functionality to hold bank details against Sales Ledger records.
Finally, because the integration module combines parent and pupil details with financial data, you can assign cash on account to specific pupils, rather than to the parent, who may have more than one pupil.
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Date: 20th June 2018