Ideas

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

I would like to propose implementing a school-specific, AI-powered answer bot on our webpage to improve communication and accessibility. This tool would be useful to new and current families because it acts as a 24/7 virtual assistant, giving accu...

In parentmail you can amend parental responses if a parent has selected the wrong response or you can update if you’ve spoke to parent! This saves time as only have to use on document to collate data

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

Enable more information to be pulled through into iFinance. For example, Pupil Name, Relationship Type, School Name, whether on direct debit etc.

It would be extremely useful to be able to have more tabs opened at the same time, i.e. Suppliers and GL or withing suppliers Orders and Item invoices. Switching back and forth looses filters and consequently is rather time consuming. It would als...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks

Suggestion for Improvement – School Dinner Daily Purchases Register Priority: Important – Request for Additional Filtering Options We would like to suggest an important improvement to the Payments > Purchases > School Dinners > Manage Reg...