Additional fields for the criteria of entitlement groups would be a useful feature, for example all those on a fixed term contract or who have a particular amount of working weeks in their record.

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

Is there a roadmap of the priorities for data integration with Central? It would be great to have a timeline to know when new features are being considered. At the recent South East Asia User Group meeting (March 2024), we heard that <30% of iS...

Currently to produce an individual pdf file of the current report for the whole year group, we use the 'Create a Zip' option in Portal publishing. However, this option produces the individual pdfs in a folder by Form or by School id. Can we please...

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 ...

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...

I'd like to be able to e-mail out school reports from the report printing area for those parents who don't/won't log on to the portal. My understanding is that fee invoices can be mailed out it must be possible.

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?