Ideas

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...

When creating a Management Group in the MIS Management section, e.g. for pushing a Global List, it would be very useful in the "Select Entities" section to have at the top "Select All". This would eliminate the need to individually select each Ent...

When running the exclusion data report for the current year, I have noticed that it is not pulling through the data for learners who have left. Exclusion data should be included for the period, whether the student was on roll or not. For example, ...

Please could the Pastoral Flag and associated detail text be made available in Central? As this is the information that is made publicly available about each child from Wellbeing Manager to other parts of EdGen (Pupil Manager and Registers) it see...

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.