Ideas

Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...

It would be very helpful for us if indicators could be created for medical centre visits. This way, the head of sections wouldn't have to check the medical centre area separately but would be informed via the wellbeing manager indicator if a stude...

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...

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.

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...