Ideas

Before the upgrade we would send out lots of forms to staff in the September via ParentMail, such as Declaration of Business Interests, Safeguarding declarations. Our templates are still there but we are unable to send them to staff as that featur...

When running the pre and post invoice reports, it would be so helpful to be able to select more than 1 cycle. The option of a drop down list of cycles to click and select before exporting, rather than needing to export each cycle separately.

The Survey's and Forms are headed Answers from .....(parent name). It would be better for filing against the child's record if the Survey or Form was headed Answers for and child's name. The children do not always have the same surname as the pare...

Currently there is no way for customers to delete performance reviews or performance records. This results in tickets having to be logged every time something is allocated in error

Please reinstate the option to have two separate bookings per parent who need it rather than everyone

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

It would be helpful if we could set permissions so that some admin / reception staff can see who is on the Single Central Record, without being able to see the details or the reports. If we give staff access to the details page, they can also use ...

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

'This is an excellent system that holds the data but does have a flaw that requires attention. The previous entries are auto saved and available on a separate tab on the same record. This has a dual issue of effectively having two records and a le...