Report Manager > Bespoke > Budget Holder by Approver
All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...
Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...
The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Allow option to prevent negative fee total for billing
Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Include initial of payer/contact in the return deposit confirmation box
Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:
We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...
It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
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Good Feature
