Finance

It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

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...

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.