Ideas

I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...

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

Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...

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...

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

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process

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?

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.

Good Afternoon Please may I request that we can add a new tab/drop down to the Every compliance activities section. What would really help us is to have a separate tab next to 'completed - awaiting documentation' for any compliances where further ...

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.