Ideas

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...

Disabling the dashboard page results in the parent portal when first opened leading to an error message. So perhaps the ability to toggle the dashboard page between enabled/disabled should be removed?

A few suggestions: (1) After selecting a specific bookmark group, it isn't possible to see all bookmarks across all bookmarks groups without going back and then returning to the page. Perhaps a clear filter button or see all group option in the dr...

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

Currently clicking on Page Path on the header row will sort the list of pages by page name and not by the page path. Meaning clicking on Page Path is no different to clicking on Page Name for sorting. It'll be great if we can sort by page path ind...

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.

Currently, the new Parent Portal dashboard only displays an overall "Out of School" percentage, which may lead to confusion among parents as it does not distinguish between authorized absences, unauthorized absences, and other valid reasons for a ...

Teacher email addresses on the timetable on Parent Cloud Portal will allow the parent easy access to contact the relevant teacher for their child's subjects or various lessons.

add the ability to create forms linked to fields in the medical manager, documents & files and notes through data fields and custom data fields. Then however many links to hidden web pages can be sent to prospective parents