Ideas

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...

It would be useful for different modules to talk to Registration Manager. For example, if an exclusion is put on in Exclusion Manager then we would like it to update the relevant marks in Registration Manager automatically. Similarly for students ...

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

If the ability to bulk update pupil records exists, then there should also be an ability to bulk update contact records. Currently, schools have to painstakingly update contacts records individually which is very time consuming.

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

Email Wizard: The 'options' button and 'close window' button are close together. In fact the two toolbars are close together and it's too easy to click on the wrong button and lose all your work. Could a second stage be added to the 'Close window'...

It isn't currently possible to temporarily save a written email in email wizard while working on it: as soon as you go to another tab your work is lost. Allowing a draft to be saved would be a huge help.

Is is really annoying to have to look in 2 different modules for student info. We don't use all the student manager features or all the student profile features. Can we have a functionality to combine what we use from both modules into a new one ?

Currently we have to create the Tutor twice in the School Management Module > Tutor Groups Tab as the owner of the Tutor Group but for their name to show in the "Tutor" field in Student Manager > Students Record > School Tab we have to th...

If we could do an email wizrd and use Pupil Registers fields - this would be a huge time saver. We have Academic Interventions stored in the Registers Module - and if we want to send that information home in a letter- we currently have export them...