Ideas

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

Apologies if this is already included (I couldn't seem to find it), but it would be great to include students' destinations. For example, their future school and future type. We could then have a deeper analysis on where students move on to, wheth...

We can distinguish between a pupil's forename and preferred (first) name and have both of these added to the enquiry and registration forms. However, only the (legal) surname field is available for use. It would be great if the preferred surname f...

It is currently not possible to view UPNs in Admissions Manager. It would be preferable to be able to view (and edit) this filed from Admissions Manager rather than having to go to Pupil Manager.

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

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

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

Option to set up an item code for reporting purposes but be able to remove the find the last invoice value option when an invoice is read into the AP inbox. When you import the invoice shows the value of the invoice but when you apply an item code...

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