Ideas

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

It would be awesome if we could automate sending activation codes to new parents. In the REST API management section in the control panel, I can see that there is an option to modify the permissions for the "Parent Portal" module. I also found a s...

Leave Request are sometime having different workflow for other schools like office manager, front office, deputy,.

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

On the the bookmarks page you have limited how many bookmarks appear to such an extent to render it almost useless. We can add links to other websites but can not ensure that they are actually visible to families -what a waste. It is not obvious o...

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice

As an international school with numerous specialists we want to register primary students as they move around the school, we do not however want parents to see these internal registers throughout the day we only want them to be able to see the mor...

have a search bar in the parent portal calendar would be useful so parents can find events based on keywords as currently would have to rely on events having subcategories/ or know the date of the event