Ideas

Many parents do not have their phones functioning in other countries and use whatsapp. SMS messages often do not get through. Could there be a possibility of whatsapp being added as a facility?

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

When running the Consecutive/Cumulative Absence Report, there is currently no option to exclude former pupils (other than manually unticking students you don’t wish to include). Would the development team consider adding this functionality?

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

Column for Student Form would be useful when viewing all students in report.

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

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?

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...