Ideas

When an absence comes through, with being a larger school, it is adding time to check which class they are in. Also, we have a few pupils with the same name in different year groups so having their class/year show when sending messages home would ...

Some of the charge codes that have been set up by previous staff are difficult to find by scrolling as they aren't set up consistently. Would it be possible to have a search function to be able to more easily locate codes.

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...

We need to have the ability to review the audit trail for the approval process / cancelled orders as there have been instances where an order has been cancelled and we don't know who by / why. This would most likely be picked up by auditors and so...

It would be helpful if we could delete direct debit details once they have been saved (even via an Administrator only). We have to manually input around 350 new joiner direct debit mandates, so human error is likely and it makes sense to be able t...

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view

To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...