It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.

The ability to set a parameter for when these tasks are triggered e.g. only require a self certification if they have been off sick for 3 days only require a return to work form if they have been off sick for 5 days

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.

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.

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

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...

In the expenses module is it possible to have a record of the date the employee submitted their claim for approval, we can see the created date and the approval date but would like to know the submitted date.

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 ...

It was raised to me that people may have a preferred name for quite sensitive reasons, for example someone who is none binary might feel their name reflects to heavily on their gender assigned at birth so identifies with a more gender neutral name...

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. ...