Ideas

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:

When granting access to create INV in Purchasing, can it automatically give access to POINs

On Self Service once user is added, the location access cannot be changed to add or remove access

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...

When Deferred Income is disabled and you are synchronising the bills to iFinance, the popup option to select a period to sychronise to is confusing and mis-leading and should be removed.

it would be great if it was possible to have an online portal for parents to make one off payments to the school for things such as clubs, trips, lunches, dress down days etc. this would save the children having to bring money into the school and ...

Unable to undo allocation from a document on a payment run Unable to properly process refunds

Can the account title on the media files to be imported to the bank use the Payment Title rather than the Account Title for Lloyds Link files? At the moment, some of our payments are rejecting because the account title is incorrect - the BACS file...

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...