Ideas

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...

.DOC and .XLS are old formats. Please can they be updated to the latest versions, which have been around for a while now. Screenshot from Registration - Reports - Individual Register Report. Seems to be the same choice of report formats throughout...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

Is it possible to add/show Alert flags in Registration Manager for pupils who have been absent/late for 3 days or more. This would be beneficial for Form Teachers/Guidance Staff/SLT to see at a glance so that follow up can be quick.

The current OOS process uses a time scale e.g. 9am to 1pm, I think it should be possible to have the choice to choose between a timescale or on a Period based scaled e.g. P1 OOS. Similar to the choice in cover manager. This will help with slight o...

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Can we only allow admin or certain people to delete out of school records please? Often, someone overwritten or delete the current out of school records and leave the pupil not registered for the whole range of time, which is a disaster for regist...

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...