Ideas

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

The ability to email specified contacts at other schools using email wizard, ideally that communication would then be stored against the records for all of the schools.

The idea is to add an option to display the schedule for teachers who are associated teachers. We use the associated teachers field to designate assistants to primary teachers. Therefore, we would like assistants to also see their schedule in the ...

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

In some ocasions we have detected duplicated parents, normally in families that have not been properly linked. It would be very useful to compare a Contact record by the isams internal Contact ID (this field is available for export in Export Wizar...

On the new Parent Portal, it looks like academic reports are listed in chronological order, i.e. with the oldest at the top and the newest at the bottom. It would make much more sense, and be much more usable from a parent's perspective, if the ne...

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

Instead of receiving an email notification each time a reward or conduct is given it would be good for tutors and pastoral leads to receive a daily summary notification (around 5pm) which details all the rewards and conducts given out during the d...

We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...