Ideas

It would be a really useful feature if you could copy the split billing rules from one pupil to another. his would help with siblings and also when there are a number of pupils that a company pays certain fees for.

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...

Would like to be able to archive trips & payments without deleting them completely. When I use the Purchases list for trips, it is cluttered with no longer active trips in amongst the current ones. I don't want to delete them until the end of ...

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 ...

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...

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.

A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...

Some of the charge codes that have been set up by previous staff are difficult to find by scrolling as they aren't set up consistently. Would it be possible to have a search function to be able to more easily locate codes.

To be able to split the billing between Fee and Disbursement charges, so the parent recieves 2 invoices but they are separate from each other. It would also be good if you could almost tick a disbursement charge i.e a Transport cost and say, invoi...

Having set up a register for scholarships, bursaries, and other discounts, it would be useful to be able to use information from this register in Fee Billing in order to apply discounts (as is currently possible via custom groups created in Pupil ...