Ideas

When raising Purchase orders would it be possible for the system to flag if the analysis code will go overspent. Could finance users put a stop on anything else being raised against this code or automatically sends it to a higher level to authorise?

Is it possible when working on sales accounts and clearing entries via matching that once you have done one it goes back to the list where you was. I'm currently working on G and every time I complete and clear lines on one billing account it then...

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

We currently have GCSE results dashboards within Central - it would be useful to have A level results analysis too for the schools that have sixth forms.

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.

Easy to categorise the way a students Fee or additional payments are made, i.e. Direct Debit, Credit Card, Bank Transfer, Online Payment, etc... And with that set wether the option to Pay Now on the new parent portal is enabled or disabled. This w...

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...