Ideas

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

Hi Now that many schools now have to charge VAT but can also reclaim it it would be helpful to have the ability in budget holder summaries to pick up the costs inclusive of VAT not net. We budget inclusive of VAT and from a cash flow perspective w...

Only allowed PO inputters to see the GL/BI codes assigned to them

When adding untimetabled sets through Teaching Manager, I can import a set list without pupils, but as the import wizard progresses I have to manually set the subject code, year, block, teacher and description for each row. It would be brilliant i...

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.

It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...

We are unable to synchronise contact details from ISAMS to IQF for certain contacts as there are over 50 characters. This does not meet our needs as we need to input the full legal names and addresses on our database

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.

We really love the split lodgement feature in the Sales Ledger and think this would be a very useful feature to have in the Purchase Ledger too

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.