We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...

We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

It would be really helpful to parents and carers to have the facility to add re-occurring appointments onto the school spider system. At our school all of our pupils have behavioural or SEN Needs and therefore have a lot of therapy appointments an...

The ability to clone a product would be really useful and save a lot of time.

The ability to forward on a survey rather than ask them to scroll back and search. The copy is great but I want the information in the same data collection. Thanks

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

Importing Bank statements automates the process to an extend. However, this currently still leaves the problem that Receipts are not allocated to transactions. This, in turn, has a severe impact on the age analysis. One option is to have the syste...

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.