Ideas

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.

Each year we have a fixed budget and current budget. We need to be able to set the fixed budget so it cannot be amended during the financial year. This is a school audit requirement so it should already be a feature of the system.

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.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.

Allow active PS Online users to request a password reset to the email address that has been set up in the user ledger. As an administrator I am frequently asked to reset a password because they have forgotten. If they could request a reset to thei...

As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

Could you add to the reporting suite a report of changes to supplier bank details. Our Auditors have been asking for this for the past 2 years, so fairly sure other auditors are asking for the same thing.