Ideas

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

This is crucial as the student chose their preferred name for a personal reason. We must have the option to show their preferred name in all systems so it does not cause any discomfort to students.

On the Parent Portal there is a Documents & Files section. It would be great if there were a similar section on the Pupil Portal.

We have a pupil who is moving to a different school for sixth form and needs to provide their GCSE results to the new school. They had hoped to print out from the Student Portal, but it's lacking sufficient information. Please add the legal name, ...

Please can there be an option to restrict which BI-codes are available against a general ledger code.

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...