Ideas

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

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

Within the enquiry screen. include analysis on the time it takes for students and group of students to move from one stage to another for analysis purposes i.e. the time it has taken from this group of year 7s to move from offered to accepted.

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 ...