It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Extended Business Analysis report - Request for Prior Year Comparatives
The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...
Please could we be able to clone a user so we can login and see what they can? This would copy all module granular permissions as well as Security and User groups. We can safely delete this temporary user after investigation without compromising t...
historical audit data of who changed the set up of the VAT rates
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
Students' preferred names are important for our school. Since we are one of the international schools in China that use Chinese names for surname & forename, English names for preferred names. When our foreign teachers receive emails generated...
We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
Give option to lock permissions for staff to see info only for pupils associated to their house
With regards things like pastoral notes and sanctions, we would really like to be able to tighten permissions so that only staff who work in an associated house can see Rewards and Conducts information for pupils within their house. We do currentl...
Reminders for iFinance Invoice Approvals Outstanding
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.