All ideas

Our Admissions Team would like to have an electronic signature (similar to DocuSign) to be on the form which parents complete on the portal to accept their place at the school.

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...

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

When you filter on a GL code (say by analysis code) it would be great to have a subtotal of the amounts displayed. Otherwise you have to manually calculate or download into excel and sum

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).

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.

We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...

Allow us to remove checks that we never use, e.g. EEA checks are now obsolete since Brexit Senior Schools do not need Childcare Disqualification checks

For each check the same person can click that a check is 'required' and enters the details. If it is not checked the red/green indicator will stay green. This is prone to errors / potentially to abuse - showing the SCR as up to date when there are...

Each overseas check (criminal records, professional letters and additional overseas checks) include a 'employee has worked overseas' checkbox. It would be helpful to have this separate and all to default to 'not required' if it is not checked.