Ideas

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...

It would be good to have a feature in spider where you can record accidents and then send the accident note directly to parents via the app

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...

I have been told iFinance outputs reports as XLS and only accepts imports as XLS files. Please can we move on to XLSX files as Microsoft are tightening up on the use of them and they pose a security risk. We automatically quarantine XLS files now ...

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

It would be really useful if there was a report that can be used to fully reconcile the Prepayment transactions via the Prepayment function in fInance so can be used for year end for the Auditors,

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...

Allow easy download to show which children have not yet booked on parents evening

Started our admissions process for September, we have added applications to our preadmissions. Preadmissions is now a group on school spider and included when we send whole school messages. A way to turn off preadmissions so they are not included ...