Ideas

Currently Applicants are included in School Monthly Occupancy based on having 'accepted' or 'confirmed' in their Admission Status. Can this be changed to any status which has been set as 'Accepted' within the 'Statuses' area of the 'Admissions Con...

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.

Can you please enable us to export and/or print the Direct Debit AUDDIS file so that we can check it?

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.

The ability to filter data automatically based on what year group you are in. Currently you can only do this by school. this will remove the need of creating duplicate dashboards with filters, per year group.

We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.

We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.

As this is a requirement, this data is really needed to pull over.