Ideas

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...

Would it be possible to add the option of additional columns (fields) in the search results view and then change the width of each column so that there is no wasted space. It would make it much easier to view the results.

It would be helpful to have the option to more easily remove recurring charges from a leaver.

It would be useful to be able to list a school as closed while still retaining its details. This could mean that it would not be added to any mailings but we would still be able to acknowledge the fact that soem students may have attended the scho...

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...

Where we reject applicants or they reject our offers, or withdraw, it would be really useful if they were no longer displayed in the search list as a default. It is particularly annoying for our medical staff who are entering information for our S...

You would then only need to enter the branch address and overall contact details once. Individual contact personnel names and contact details could then be inputted seperately. Currently you have to enter address details everytime you add an indiv...

Currently we can set a charge as a fixed amount or percentage but our pre-school pupils are billed per session. If you added an individual session rate to the money details when setting a charge this could be used to calculate a total charge for f...

Once an invoice is posted and sent to iFinance, recurring charges can still be deleted from previous invoices. This also affects the posted bill reports and adjusts the original figures which will be incorrect. Please can a feature be added to sto...