Ideas

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

When I create the form fields in an Enquiry or Registration Form in the Admissions>Portal screen, I am able to order both the Subgroups and the fields so they appear how I want them in the form on the Admissions Cloud portal.The order, however,...

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.

To be able to see an audit log of which user has deleted things out of modules. E.g. Which user deleted the event / visit in Admissions Module.

We should be able to see each others email log and be able to open the email sent from the system

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.