Hi it would be really helpfull to be able to do a sort of the codes in the fee section of the fee billing charge codes so that they sit correctly on our fee bill instead of having to manually move them so that the invoice looks correct.
The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...
A statement can be viewed or emailed to a parent from Sales > Customers > Actions menu, however, the statement does not include the invoice numbers for the listed charges. So when we send invoices out to parents, and then a statement, they c...
Online payment portal for clubs,lunches,dress down days etc
it would be great if it was possible to have an online portal for parents to make one off payments to the school for things such as clubs, trips, lunches, dress down days etc. this would save the children having to bring money into the school and ...
Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option
It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...
With so many College wide systems now using Microsoft Single Sign-On with two-factor authentication, it would be really useful to enable this functionality on iFinance, thus leveraging Microsoft's MFA as well. As a finance system, it's crucial the...
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Each modules showing the transactions with further drill down features are fantastic.. I wish the platform could tell me whether the transaction is a debit or a credit instead of currently showing plus or minus.
We often facing challenges to extract the spent to date by BI codes. E.g. a payment transaction for a BI code showing BI code at the expenses GL as well as bank GL. hence running reports by BI showing no spending (net effect of debit and credit). ...
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