Ideas

Our Admissions Team would like to have an electronic signature (similar to DocuSign) to be on the form which parents complete on the portal to accept their place at the school.

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...

add the ability to create forms linked to fields in the medical manager, documents & files and notes through data fields and custom data fields. Then however many links to hidden web pages can be sent to prospective parents

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...

create ability to setup action to be done automatically when changing the applicants' admission statuses (single or bulk), every selection could execute separate action such as sending email to parent that your kid has been accepted (or rejected),...

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...