Ideas

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.

This is a feature I have discussed directly with our account team but worth capturing here as well for wider input. Currently in Registration Manager > Report tab, the pupil filters do not include the ability to filter by pupils on particular r...

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...

It would be really useful if this section had the autosave function the same as when amending registration marks - so many times I have completed the reason for change, gone to next year group and forgot to press save!

division filter in Period View is designed to only cover the data that appears within the view, and does not affect the "Send Parent Notifications" function. We have critical need to send the notification based on division, specially primary progr...

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...