Ideas

We are using the admission forms to capture the whole admission journey including booking on an event. We have had to create a custom field for the parent to indicate which event they want to book on and then the admissions team have to add them t...

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

When the gradebooks are exported as excel, it would be really helpfull to include the student code or school identifier.

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...

Would it be possible to have the functionality to include multiple-contacts per 'school record' in this module, and not just the one

Option for managers to log time sheets on behalf of an employee. Some users of Every HR are not used to using computers so being able to input time claims on another users behalf would be useful.

Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?

This would be useful when you need to add the same information to multiple applicants/pupils.

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder