Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

Need to export reports to Excel with preferred name and surname in separate columns and in title case: | PreferredName| Surname |Class | Year | This would be much more helpful when completing mail merge. Currently unable to use data efficiently fo...

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...

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...

We have some report cycles where parents will receive an interim report via the Parent Portal which will have the scores and grades from some progress tests. Later on they'll receive one with comments. The issue is that between now and then some p...

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:

Most of our report cycles start in Online Assessment and move to Report Wizard for proof reading and publishing to the portal. For Y12, they only get grades and I forgot to switch it to Report Wizard before publishing. While the process ran succes...

The customer wanted a report to highlight outstanding documents that are due back from Suppliers but havent been received yet and a facility to send reminders to supply them

The customer wanted the facility to add additional fields into the suppliers form.