Ideas

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

A trigger that includes instances of general absences

Absence reporting - The details box which you can't report on from within an absence instance. For example, when an absence request is made and details for the absence are added to the details box, I cannot report on this information as there is n...

There has been a request for the SCR module report to provide a more concise / reduced report. The customer has provided the attached as an example for future developments.

Please can the bill payer code be included on the direct debit tab on the fee billing manager page. Plus the student name and code that each direct debit line relates to.

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...

Most schools have a required social media check as part of the SCR. It would be good if this was built in to the system as a default check rather than having to be built in manually by every school using the 'Other checks' feature.

It would be useful to be able to plan and schedule training for the year in one go say in the summer holidays and then have the course reminders go out as per the schedule as and when they were due.

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...