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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Additional Budget Datasets
To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...

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Visiting pupils should be added to registration

When pupils visit the school for assessment prior to admission they should be an option to add them to the class register for the day.
Guest almost 3 years ago in Registration Manager 0 In Discovery

Two authorisers on a bulk payment

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.
Guest almost 2 years ago in iFinance 0 Good Feature

Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest 12 months ago in iFinance 0 Awaiting Review

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest 12 months ago in iFinance 0 Awaiting Review

To be able to add Unallocated transactions in the purchase ledger column/grid

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.
Guest almost 2 years ago in iFinance 0 Good Feature

Allow SMS Templates

Allow the creation of SMS Templates, similar to email templates, with field variables etc, that can be used when creating texts using the SMS Wizard.As there is a "Manage SMS Templates" in the SMS Gateway module > Message Configuration section ...
Guest almost 3 years ago in Student Manager 0 Good Feature

Bulk Delete Accounts of Leavers

I currently run SQL queries to see pupil and staff leavers that have User Accounts remaining. It takes a long time and is prone to error. It would be great to have a view of those accounts that are linked to HR or Pupil records with non-current st...
Guest almost 5 years ago in Control Panel 0 Good Feature

Results facility for Custom basedata

I created a Custom basedata using code 99 for Internal Exams so that I had the full functionality for seating and could copy basedata forward year on year but there is no way to be able to put in internal results. This would be useful to record th...
Guest 12 months ago in External Exams Manager 0 In Discovery

Add internal results for a Custom Exam series

It would be useful to be able to label the exam series as something meaningful rather than just a month eg, Re-sits November 2024 rather than just November 2024
Guest 12 months ago in External Exams Manager 0 Good Feature

Lesson/teacher/room pop up when hovering over lessons in Day & Week view

A small pop-up window to appear after a second (or so) worth of mouse pointer hover over squares/lessons in day and week view. This would save much investigating time (checking if a student is in, then navigating to their timetable) to check where...
Guest almost 4 years ago in Registration Manager 0 In Discovery