Ideas

Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...

it would be really useful to be able to run a report for all unread documents rather than having to go into each document.

When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.

API write back into every,, and read for every aspect

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...

Easy to categorise the way a students Fee or additional payments are made, i.e. Direct Debit, Credit Card, Bank Transfer, Online Payment, etc... And with that set wether the option to Pay Now on the new parent portal is enabled or disabled. This w...

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...

Linking an asset such as a boiler to a condition item as often these cross over for reporting purposes. it would also mean that schools can keep an accurate record of condition of estates assets and if they form part of the back logged maintance p...

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...

Allow ability to identify compliance actions that are scheduled for contractor visit to act as diary/calander