Ideas

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.

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...

It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...

It would be good if Documents could have its own Configuration category in User Permissions - we could then select:View only - to screenDownloadDelete - if this is denied - no option for delete would show in the Documents area (it is so easy to se...

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...

We record all meetings, phone calls, and relevant information in this area, and have designed the system so that the data can be pulled into the Iris Central report. This information is particularly valuable when pupils transfer to other settings....

It seems that having one portal, such as WBM, where teachers can log different concerns:CP/SafeguardingPastoral: BehaviourLearning: SEN/EALLearning: Academic Integrityetc... by type and nature, and then have certain people notified, via email, wit...

Orders are raised for Services as well as Goods and to help the schools understanding the GRN process it would be helpful to amend the Title of the GRN Document to be Goods/Services Received.