Ideas

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...

You can only see the body of the message sent and the attachment and can't download the email to be able to send it onto the debtor via another email chain

Instead of having to select each individual invoice to resend for approval a button that allows to resubmit all outstanding invoices awaiting approval to be submitted again.

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view

Screwfix - The site managers across our 20 schools are asking if this can be an option.

Every time an invoice is resubmitted for approval the screen refreshes and takes you back to the top of the screen. It would be helpful to take you back to where you were in the screen as when you have more than 100 items its more difficult to nav...

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When staff attach photos to expenses on the expense app, the files being sent to iFinance are too large to then be sent over email to approvers. An expense app claim with 11 receipts attached is over 50mb currently. Please can attachments uploaded...