Ideas

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...

Please can there be a way of identifying students as leavers automatically so we can remove them from the student portal quickly and easily in bulk. Currently we tick them one by one through the pupil lists and delete them, which is time consuming...

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...

I want students to be able to see the academic house they are in when they log in to the student portal website.

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...

We have an number of obsolete bank accounts and it would be useful to remove these from the banking screen so only live (used) accounts show.

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.