When in the Doc Publishing Screen and the Email History Screen, introduce a function that allows you to export this data to excel so that you can find what you need much more easily.

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.

It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.

We would like to add the category of Summer School as a different team in school will be managing this. We have various fee codes for Summer School and it would make it easier for them if they could just select a category rather than the different...

It would be useful to be able to run a report where you can choose an asset and then show all activity against it ie the breakdown from cost to net book value

When importing pupil recharges to iSams the VAT code is assigned to the analysis code which can not be adjusted, only through a time consuming exercise of changing it on each pupil, which defeats the purpose of importing. It would be a great help ...

Please could we have the SEN need types added to Central as well as the overall level/provision? Our SENCOs really need to report on this additional level of detail. I'm referring to the Requirements table in the Requirements section of each pupil...