Ideas

It would be very useful to be able to set a default Severity Level, in the same way that a default "Concern Status" is set.

Being able to schedule send messages would be beneficial rather than having to wait for the actual time/day.

Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...

Currently the Wellbeing Wizard bar the first screen where the details of the concern are entered. Often staff are adding a lot of details and text into the box. However I have had many complaints that staff are loosing their entries, which would b...

it is very frustrating when you have an ongoing issue that you are not able to speak with a human being even when you request a call. Issues can take days to be resolved whereas previously when you were able to speak with someone any issues were r...

Unless I am missing something it seems pointless to have the quantity figure in decimal.

Customise grid option does not include adding VAT type, although that data field exists