All ideas

Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.

Why isn't there an easy way to run a report on who "hasn't" done certain training? Out of our 300 odd staff I want to know if anyone hasnt done Prevent training - how can I do that?

Would like to be able to batch edit contact details, Address, Country, Phone numbers, emails. This means we can make the data consistent, move any rogue characters, and do regular checks on data - cross comparing with our reservations reports from...

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...

Currently the dashboards and reports in the admissions modules show a lot of historical data, dating back years so that we can do trend and conversion analyses. However, these stats don't include any reference from records that have been deleted (...

There are many situations where we process an invoice from a supplier that doesn't have a set credit term agreement with us. We need to be able to set a specific due date for that invoice, otherwise we will be forced to set a default credit term o...

Leave request: Period boxes for parents to tick would be very helpful and make the tool much more efficient.

The Dashboard needs to be more configurable to enable us to create a useful display which includes live data drawn from Edgen Modules. As a start, we are very keen for the Dashboard to show the Year to date Overall Attendance Percentage at Student...

Add the field 'Billing Email Address' from the contact record.

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.