Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

It would be quicker if you could directly move files between pages rather than having to upload them again.

It would be very useful to have the bold/italics fonts available, as well as emojis for when creating surveys in School Spider, also the bullet points from the paragraph section.

We should be able to see each others email log and be able to open the email sent from the system

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...

I would like to recommend the system provides an import function for creating purchase orders. As a school entity, we often have purchase orders containing over 100 library books. Without a bulk import feature, our staff must manually input each l...

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

Just so the parents can add more information and the school request specific information such steps taken for recovery

Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...