Sometimes we have pupils added to Out of School, with notes explaining why. In Registration Manager --> Period View, we can see the notes entered for the pupils. Notes entered either via registers ("Note") or via Out of School ("Reason") In Reg...

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.

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...

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...

Staff need a way of exporting pupils' access arrangements, by teaching set. It's not currently possible to include these elements on the teaching set list export on the wizard bar, and we cannot add a filter, search column or link via a button in ...

The 'Preferred Surname' field is a great addition to Student Manager, but it is a bit useless as long as we cannot have the option to display it on the student name list, such as for attendance registration, or Student Manager lists. The option is...

The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...

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...

Following payroll integration with Dataplan, we tried to make an employee a leaver, only to discover in the Leavers Approval screen (Payroll module) that the starter status was 'unprocessed'. As such, we weren't able to approve the leaver until Ev...

Unable to undo allocation from a document on a payment run Unable to properly process refunds