Ideas

We have gender neutral pupils. The pupil and their family will not want to see them as a boy/girl or colour coded.

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...

Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...

Leave request: Period boxes for parents to tick would be very helpful and make the tool much more efficient.

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.

We found that Microsoft's Azure B2C could be an excellent Single Sign On-Solution for our parents to login to the different platforms. The process to create an account in B2C is straight forward, and self explaining. It allows the parents to use t...

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...

At the moment you can set a default VAT code but that applies to every order you place. On Financials you are able to set a default VAT code on a per nominal basis. It would be good if these defaults could carry over to PS Purchasing too.

Portal Management - Users need more reports as there is nowhere else to get this information - Parents - list of invited, but not registered parents Parents - list of uninvited parents Students - list of uninvited students Students - list of invit...