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 ...

when you process an item purchase invoice the description entered is only viewable in the general ledger. In the purchase ledger and supplier account it shows as the account name/invoice number/value. When processing a batch purchase invoice the d...

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...

We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...