Ideas

Customers want to report on all different types of data for various reasons, but not all data fields are available in the report builder or in the pre built reports. Giving them the option to choose any field that they have populated with data and...

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.

The Every HR system could include pre-configured default templates for Green Book and Burgundy Book parental leave policies—similar to how it already supports default sick pay configurations. This would simplify setup for schools using these natio...

We have several custom fields like name pronunciation (phonetic spelling) or preferred pronoun. Instead of forcing staff to go into student manager to find these identity preferences, we would like to have the ability to show certain custom fields...

When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel

In the Registration module, when choosing another form to register, our Nursery forms are mixed in amongst other year groups forms. Whilst this may only be a minor oddity, having the forms in year group order is something I would have expected to ...

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...