Could we add the Access Level that's applied to a Period State when applying this access in the new security feature? As both are required to actually use the Period state, it would be good to have this in one place rather than having to go to the...
Increase the character limit in Accounts Receivable sections
We are unable to synchronise contact details from ISAMS to IQF for certain contacts as there are over 50 characters. This does not meet our needs as we need to input the full legal names and addresses on our database
Item Credit Notes Should be Able to Be Sent for Approval using the new Workflow
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.
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...
In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...
Since the implementation of VAT on school fees, we need to raise VAT only invoices to our Local Authority. At present the invoice needs to be raised outside of iFinance, but it would be helpful to be able to do this as part of our billing cycle.
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...
Using custom groups to EXCLUDE pupils from Fee Allocation Rules
When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...
Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year