When using the Embed All Documents option at Trust level, you can only filter the documents by Category. However, when using the Embed All Documents at property level, you can only filter the documents by Type (despite the default option saying 'A...

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

We should be able to see each others email log and be able to open the email sent from the system

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Have a link to HR that can work out shift patterns and allocate the correct person to an activity by whether that person is on shift that day/time. The customer would like it so that the activity gets allocated to a person currently and if that pe...

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...

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.

To maintain the integrity of trust-based governance structures within MATs, I recommend removing the ability for school-level administrators to archive MAT Admins within the Every platform. Rationale: Governance Hierarchy: MAT Admins typically h...

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...