Ideas

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.

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...

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

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

We often have a Parent whose email address is their work one. Once they change job they remember to update their email on ParentMail but not longer have access to their old email address to approve the change. We also have this where parents have ...

It would be useful to be able to build nore complex forms withing ParentMail. With branching capabilities. Most forms we create required some form of branching. It would be useful if this was all contained within ParentMail - rather than have to u...

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...

Pupils name and groups to be shown instead of parent/carer name as sent parentmails

Before the upgrade we would send out lots of forms to staff in the September via ParentMail, such as Declaration of Business Interests, Safeguarding declarations. Our templates are still there but we are unable to send them to staff as that featur...