We have recently set up and enabled SSO for iFinance. When we click on the SSO sign button, we are directed to a sign in screen where we need to input out email address, and then click sign in. This seems like a redundant process and so it would b...

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

This would be helpful for safeguarding reasons. Some parents may not be allowed contact with their child but, via the public calendar, could find out if their child will be on a trip outside of school. Also, general members of the public can view ...

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.

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...

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.

It would be really helpful to parents and carers to have the facility to add re-occurring appointments onto the school spider system. At our school all of our pupils have behavioural or SEN Needs and therefore have a lot of therapy appointments an...

We really need an app-only calendar of school events (like platforms such as class dojo offer). We removed the calendar from our website as it is not secure (it is open to the public) and for safeguarding reasons, events in schools should not be m...