Ideas

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.

We are looking into how current students' parents could update us with their current medical data. Our parents have 'Medical Centre' menu displayed on their Parent Portal now, while they can only see 'Parental Consent' and 'Medication' sections (a...

The concept of a parent portal is to provide a centralized location where parents can easily access information about the school and their child. With advancements in AI, it’s unfortunate that current systems do not support third-party HTML plugin...

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

As is the Student Widget shows attendance in a nice sreamlined way, but we have no control on the data or how it calculates the percentages. It seems to be considering the "Not yet registered" as absencies. It would be great to be able to select, ...

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...

When an invoice is sent the invoice and accompanying email should be attached to the fee billing record of that pupil. You can then easily go into a pupil account in ISAMS Fee Billing and see what invoices were sent, when they were sent and what e...