Ideas

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

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...

Prince Regent Street Trust would like to be able to filter parents by reg group or year group. For example, if inviting particular years groups to an event when a response is required.

It would be very useful to be able to see the company logo in the new interface, the same way that you can in the old one. It ensures that you are using the correct logo when invoicing where multiple logos could be used.

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc