Ideas

Add Stripe as a payment gateway option for UK based schools, especially for UK-based boarding schools so that this can be utilised in the Admissions Portal and Parent Portal. The lack of payment gateway options prevents us from using the Admission...

Would be useful to all who have access. Personally I would like to be able to check records for certain or missing information.

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...

Most staff do not have access to the whole HR manager module and thus can only look up staff details via the Quick View wizard on the wizard bar. It would be good, therefore, if we could configure which fields show up when using this wizard so tha...

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...