Ideas

We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.

Problem : The notification email (Figure 2) sent to the admissions team does not include any contact information for the parent who completed the enquiry. This is already a feature of the parent notification tab of the same form as it is used for ...

Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...

When parents apply for their child(ren) to join our school, we want to be able to charge one deposit fee for pupils applying to join Nursery, and another fee for joining any other year group. Currently I can only see how to set one fee, regardless...

Since the implementation of VAT on school fees, we need to raise VAT only invoices to our Local Authority. At present the invoice needs to be raised outside of iFinance, but it would be helpful to be able to do this as part of our billing cycle.

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...

It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...

There is nothing to prevent a student being inadvertently put into more than one set in a year group for a particular subject. It would be really useful if this could be blocked, or a flag be given, or a pop-up warning or a coloured line in the Ad...

For the purposes of rollover, it would be very useful and save a lot of time to be able to select a rollover action for multiple sets over multiple subjects at the same time, instead of having to select a rollover action for each set independently.