Ideas

It would be good to be able to make old VAT codes (eg pre Brexit codes) inactive to prevent accidental posting to them. Improves accuracy and most other accounting software have this capability.

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...

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.

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

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

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 ...

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...

This would be helpful for safeguarding reasons. Some parents may not be allowed contact with their child but, via the public calendar, could find out if their child will be on a trip outside of school. Also, general members of the public can view ...

It would be really helpful to parents and carers to have the facility to add re-occurring appointments onto the school spider system. At our school all of our pupils have behavioural or SEN Needs and therefore have a lot of therapy appointments an...

We have created a supplier on our system called credit card orders to cover the one off purchases on the credit card. We have come across a number of instances where the suppliers payment method in the purchase order (PO) is different from the inv...