Ideas

Some students have recurring appointments but these have to be logged individually. Please could you provide a recurring out of school tick box so that they can be scheduled?

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

When a parent fills in a leave request then the reason should then automatically transfer over to the out of school. It is a pain having to then try and find the leave request to find out the reason in the completed requests. Completed requests sh...

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...

At the moment, Management Accounts Reports are showing 2 decimal spaces, which looks confusing and untidy when you are reporting on millions - can you please remove decimal places? Excel exports freezes panes under line 14, and as a result when yo...

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...

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...

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices