Ideas

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

We have a number of lessons that are taught across various years (eg Games). It would be really useful to be able to clone a year group that is timetabled into another year group and just change the class title - or be able to do multi year select...

Linking Sets is awful. You need to be able to select a whole set of pupils and COPY them into other subject sets. As soon as you have a class that is not in line with "forms" then there is not a simple way to just copy them over. For example, PE w...

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

SO tedious to add one set and then another one using the painful dropdown menu. You need to at least be able to multiple select the sets from the huge dropdown (which also needs to be able to be filtered by year group).

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...

Currently one can only make changes to sets and classes to take effect immediately. Allowing one to make changes in advance would be very beneficial. Or to allow class/set enrolments for specific date ranges would also help.

I'm in my busiest period adding sets to timetables. Yes, I can do an upload initially, but when the pupils then drop or change a subject, it's incredibly time consuming (especially when adding several individual study periods to replace a dropped ...