We are a large group of schools and currently have to manage any changes to existing fields and schools manually. To ensure consistency of data recording across all sites this has to be done centrally to ensure that they are amended in the same wa...
Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance
In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Registration Forms without Payments Should be Classified as Incomplete
The key difference between an enquiry form and a registration form is that the latter takes payments, whereas the former does not. When a registration form has been filled in, the parent is shown a Submit & Proceed to Payment button. Clicking ...
Deleting duplicated records on pupils under pupil manager
If the system has generates a duplicated record it is impossible to deleted the record if an invoice is raised or is connected to a billing account even if the info is duplicated. IT would be good to be able to do house work on these files a the s...
Bulk 'visible to employee' option - performance reviews
Ability to set the 'visible to employee' setting within a performance review on bulk/centrally. currently this is just actioned on an individual basis within all reviews or just by the reviewer. An option to have the 'visible to employee' tick box...
cancelation of part invoiced / delivered goods received notes
When an order is raised for a quantity of 10 items and the supplier is only able to deliver and invoice 8 of these it would be really good if you could just cancel the remaining 2 items instead of having to take the remaining 2 items into an invoi...
In registration manager when clicking on a child's name we can see pupil details and contact details. It would also be helpful if there was a tab that shows the child's overall attendance percentage. This will help attendance officers to determine...
