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

What if a father of one student is the stepfather of another one? or an emergency contact for one student is just a friend of the parents but she is also a mother of another student? We have contacts that are related to other families in a way tha...

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

SO tedious to add one set and then another one using the painful dropdown menu. You need to at least be able to multiple select the sets from the huge dropdown (which also needs to be able to be filtered by year group).

Have a direct connection to the accounting software, Pennylane for billing purposes.

At the moment when parents want to see the gradebooks of their children the first thing they see are the oldest grades. It would be nice to have a filter where you can choose what year you want to see the grades of.

Currently one can only make changes to sets and classes to take effect immediately. Allowing one to make changes in advance would be very beneficial. Or to allow class/set enrolments for specific date ranges would also help.

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...

Most students are registered with a surgery but do not have a specific doctor assigned, as they can see any doctor within that surgery. Currently, when reports are generated, if a doctor is not assigned, the surgery information is excluded. This c...

Hi, I am creating a new school calendar for teachers, and some events run every day for an entire week or month. Is it possible to add an event with a start and end date—so it spans multiple days—rather than entering the same event multiple times?...