Ideas

Before the upgrade we would send out lots of forms to staff in the September via ParentMail, such as Declaration of Business Interests, Safeguarding declarations. Our templates are still there but we are unable to send them to staff as that featur...

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

We would like the default on messages to be always hide sender. Then we would like any replies to be sent to a generic school email address.

We often have a Parent whose email address is their work one. Once they change job they remember to update their email on ParentMail but not longer have access to their old email address to approve the change. We also have this where parents have ...

Please can there be an option to restrict which BI-codes are available against a general ledger code.

Each term we are posting cash receipts prior to the invoices being pulled in from Isams. It then takes 2 days of solid payment allocations. Please could a bulk option be reviewed. thanks