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Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 6 months ago in iFinance 1 Awaiting Review

Incomplete reports to be included in Grading Matrix

I am sure there used to be a tick box that allowed us to include Incomplete reports in the grading matrix? Has that been taken away? For example, we are now collecting end of year reports. There was an earlier deadline for teachers to complete the...
Guest 3 months ago in Report Printing 0 Awaiting Review

Adjustable Field size on Student Manager view

Adjustable columns needed. That is all.
Guest 2 months ago in Student Manager 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 2 months ago in iFinance 0 Awaiting Review

Recognising/Merging Keywords from the Excel Comments Template

It would be immensely helpful if the downloaded report template (Excel) from RW subject comments would recognise and convert the already existing keywords from within the statement bank. This means then being able to use the keywords (e.g. <<...
Guest 3 months ago in Reports Wizard 0 Awaiting Review

School Division Field

I'd like to be able to pull the School Division field in the HR reports. The field currently isn't available. Thanks
Guest 2 months ago in HR Manager 0 Awaiting Review

Allow "Cover Note" to be able to be added to the email template for emailing out cover

It would be really helpful if additional information about the cover (that we currently include in Cover Note) could be one of the fields we can add to our email template for emailing out cover to staff. Currently this field is only viewable in th...
Guest 4 months ago in Cover Manager 0 Awaiting Review

Bank - Transactions

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...
Guest about 1 month ago in iFinance 0 Awaiting Review

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.
Guest 10 months ago in iFinance 0 Awaiting Review

Copy Parent Emails to Staff Custom Group s

When sending an email to a group of pupils' parents via Pupil Manager, it would be hugely helpful to be able to copy relevant staff members into the email. At the moment this can only be done by individually adding the staff members. Since there i...
Guest about 1 month ago in Student Manager 0 Awaiting Review