Ideas

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...

When sending an email to a group of pupils' parents via Pupil Manager, it would be hugely helpful to be able to copy relevant staff members into the email. At the moment this can only be done by individually adding the staff members. Since there i...

It is currently not possible to export contact nationalities. Could this please be added to the Export Configuration?

when you process an item purchase invoice the description entered is only viewable in the general ledger. In the purchase ledger and supplier account it shows as the account name/invoice number/value. When processing a batch purchase invoice the d...

This would help keep the screen clear of unnecessary clutter when looking at a list of pupils. I view iSAMS on a screen that is set up in portrait rather than landscape, so the visible width is limited. We also have several registers in Student Re...

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 ...

Can there be a way to set the default contact type in the Email wizard to correspondence like the older Create Email wizard? Too many teachers are still forgetting to tick the correspondence tick box in contact type when sending emails to tutee pa...

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 ...

It would be great if custom fields could follow the 2 column layout of the built-in fields. Additionally, the inconsistency between the style of date field between built-in and custom fields is quite jarring.

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.