Ideas

This will reduce the need for our administration team to compile all of their existing information and ask for people to update them. Instead, they can just send our a reminder periodically with instructions on how to do this.

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...

When adding new pupils to the system in the Admissions Manager module there is a warning if you are about to add a pupil that appears to match someone who is already on the system. Staff sometimes leave us and rejoin us. It would be great if there...

Please can there be an option to restrict which BI-codes are available against a general ledger code.

Please can we have a warning when our session is about to timeout, providing the ability to be able to stay logged in (like Biostore). It's frustrating for schools to be actively using the system, for it to suddenly time out.

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...

We suggested to make an update for th, e Staff Roles in HR Manager. At the moment we can just create or delete a Staff Role but we can't rename/update one create before.

Could we have a field on the analysis codes so that we can ID the VAT status of each cost centre eg Vatable, Partial Exemption, Not Vat Recoverable. This would ease the partial exemption calculation once data is exported to excel

There is a Housekeeping tool to remove parents/carers not linked to students. It would be beneficial to see who these people are beforehand in case they should be linked and not deleted. As the action can not be undone it's not something I am will...