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...

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...

It would be very helpful if the system could automatically add the file description or the name of the file when uploading to the Admission portal, ensuring it matches the description or title of the corresponding field on the form. This way, we c...

We have been using the Admissions Portal Forms for a couple of years now and have refined our forms so have some that we no longer use. We are unable to delete those forms so if an Archive feature could be added so that we don't see them in the "l...

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

It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...

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.

We would like to be able to run the whole admissions process (from a parent's point of view) through the cloud portal. Once a place is accepted we provide a lot of documentation to parents and the ability to upload those to the portal (as you do i...