Ideas

Within our company, all purchase invoices must be checked by the Accounts Supervisor or Finance Manager before posting to ensure all details are correct e.g. VAT treatment for trips, nursery or partial exemption. This is a rule within the Finance ...

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...

It would be useful to allow us to change the settings in parentmail to make email the default format of message as this is the only messaging service we use.

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

We are overwhelmed by emails generally so to now have every absence reported sent to all the admin team and the head individually is really annoying. We would like to have the option to turn this feature off.

We used to be able to be able to forward emails to different recipients with the old Parentmail system, however I understand we cannot do this with the new Parentmail. It would be useful if this function could be added on.

With the old system we used to be able to forward e-mails. This was a very handy feature. Could you please bring it back.

Enable more information to be pulled through into iFinance. For example, Pupil Name, Relationship Type, School Name, whether on direct debit etc.

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

Is it possible when working on sales accounts and clearing entries via matching that once you have done one it goes back to the list where you was. I'm currently working on G and every time I complete and clear lines on one billing account it then...