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Annual spreading of Prepayments

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...
Guest 2 months ago in iFinance 0 Awaiting Review

Automated discounts

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...
Guest 18 days ago in Fee Billing 0 Awaiting Review

Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...
Guest 19 days ago in Fee Billing 0 Awaiting Review

Bulk Refund of Deposits

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks
Guest over 1 year ago in Fee Billing 10 Good Feature

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 5 months ago in iFinance 1 Awaiting Review

Supplier refunds included in payment run if a credit note is not received in time to reconcile.

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...
Guest about 1 month ago in iFinance 0 Awaiting Review

Amending BI / analysis code

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 ...
Guest over 1 year ago in iFinance 6 Good Feature

iFinance - AP Inbox should also process credit notes as well as invoices

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...
Guest 7 months ago in iFinance 1 Awaiting Review

Improvements to the VAT Audit Trail Report

The new VAT audit trail report is fantastic, thank you for adding it. It will making our partial exemption workings much easier. Please can I suggest a few small improvements to make it even more user friendly? Please could you: 1) Add a report fi...
Guest 4 months ago in iFinance 1 Awaiting Review

Customer Statement to show all transactions

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...
Guest 9 months ago in iFinance 2 In Discovery