Finance

Showing 85 of 1999

Invoice narrative order

It would be good to have the invoice narrative in a different format. Currently we have it in alphabetical which means for our nursery parents, the EYS funding is shown before the main fees line. Parents will question this so if any way of changin...

Guest 2 days ago in Fee Billing 0 Awaiting Review

5 VOTE

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 15 days ago in iFinance 0 Awaiting Review

1 VOTE

VAT Report

Is it possible to have a report in Fee Billing that displays the output VAT on fees so that we can easily check that all accounts that should have VAT applied do.

Guest 7 days ago in Fee Billing 0 Awaiting Review

1 VOTE

Automated Direct Debit update

Please could we have a recalculate function on direct debits. If you change fees or scholarship remission or bursary remissions within a pupils fee table, it would be great to have a recalculation function within direct debits to recalculate the r...

Lisa Long 7 days ago in Fee Billing 0 Awaiting Review

1 VOTE

Corporate Payer Invoice - Copy to non-payer

1. Bill payer is company. 2. A copy of the bill is sent to the parent (Copy Bill Recipient). However in this copy of the bill, the bill to details is changed to the Parent Details. This create confusion to the parent (recipient). See screenshot 2 ...

Guest 7 days ago in Fee Billing 0 Awaiting Review

2 VOTE

Transfer all transactions to one account when suppliers are merged

Look to add a facility where we can merge accounts. This would mean that if an account was duplicated or a supplier merged, we could pull all the transactions over to the active account and make the other inactive. This facility is available in Xe...

Guest 13 days ago in iFinance 0 Awaiting Review

3 VOTE

Prepayments report

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.

Guest 20 days ago in iFinance 0 Awaiting Review

2 VOTE

Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...

Guest 15 days ago in iFinance 0 Awaiting Review

2 VOTE

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...

Guest 15 days ago in iFinance 0 Awaiting Review

6 VOTE

Allow fee discounts to be applied to the net fee once VAT at 20% is applicable

With the introduction of VAT at 20% on tuition and boarding fees from Jan 2025 this will change how we apply fee discounts such as bursaries, scholarships, sibling discount, staff discount etc. We understand from the Government's draft legislation...

Guest about 2 months ago in Fee Billing 4

Please enter your email address

FILTER BY CATEGORY