Ideas

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

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

Please can there be an option to restrict which BI-codes are available against a general ledger code.

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...

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks

Currently, Contracts can support only one contact that gets notified. There should be a facility to add more email addresses in case there are multiple individuals/depts that need to be notified. This is an urgent request.

this function would help to minimised issues raised by multipole persons raising the same issue or similar

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...