Ideas

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...

We need the ability to delete emails once they have been sent, if there is an error in them, the function to recall/delete from parents accounts area.

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...

When creating a form that will be used across more than one school, Prince Regent Street Trust would find it really useful to be able to share that form with other sites instead of having to create multiple forms for each school.

As a school we use forms all the time, however we cannot schedule them and parents complain that they missed out on opportunities because it was during their work hours (which is also our work hours) - scheduling forms would help this issue!!

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...

We would like the default on messages to be always hide sender. Then we would like any replies to be sent to a generic school email address.

As a school, we used to be able to send text messages to external bodies using their mobile phone number, without them being on our system. Eg. we have prospective parents who want to visit the school, we do block bookings and send a reminder text...

You will see, I have entered 2x separate lines for National Office Furniture £970.80 and Office Monster £919.20 The two lines are both for BS60110 PP-NEWPP and both V01 vat rate. I have spent time typing these individual transactions. However when...

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...