Linking of Scholarships (Discounts) to Fee Billing
It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...
Extended Business Analysis report - Request for Prior Year Comparatives
The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.
The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...
Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively
To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
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