In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year

Being able to schedule send messages would be beneficial rather than having to wait for the actual time/day.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...

Following query from sales, requesting integration with Salto door system- Our current offering isn't reliable . and requires extensive review. Is there an easier way we can have more integrations with more access providers.

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...

Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?