Ability to choose default tax code for invoices through AP inbox
At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Date warning for API invoices when transaction date is in period already closed
iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Please can the booking window for Parents Evenings be amended at any time? I currently have parents evenings open but parents swapping appointments between themselves. If the school have the ability to close the booking window, it allows staff to ...
Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...
We would like to be able to import and retrieve deposit details using the REST API, as this would enable us to integrate more closely with our CRM and Finance systems and ensure that deposits received are correctly recorded without having to resor...
Rewards and Conduct - The ability to change the record date when adding multiple records in one go
It would be nice if it was possible to change the record date in rewards and conduct manager when adding multiple records in one go. At the moment this is only possible when adding student house points/sanctions individually.
FORMS - parent must complete required fields before proceeding through form
For required fields, parents should not have option to proceed through form until they complete the individual 'required field'. When they skip options and move on, Submit button is then greyed out and it is not clear what info is missing
Contacts (Advanced) Batch API add ability to filter for different MailMerge flags.
Currently one of our suppliers takes pupil and their contact details using the Batch APIs. However we would like to only include addresses of any type that have all mail merge or correspondence mail merge flags set. They provide the option to set ...