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Finance

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Reoccurring button - fees and disbursements

On loading fees and disbursements, it is possible to make specific fees and disbursements reoccurring for the whole or part of the year. However, once the fee or disbursement has been applied, it is not possible to make it reoccurring. It would be...
Guest over 9 years ago in Fee Billing 0 Good Feature

Remove recurring charges from a leaver

It would be helpful to have the option to more easily remove recurring charges from a leaver.
Guest over 10 years ago in Fee Billing 0 Good Feature

Import Recurring Charges with a cycle end date

It would be helpful if we could specify an end date for recurring charges on import batches as we use these for new joiners' charges.
Guest over 10 years ago in Fee Billing 0 Good Feature

Automatically refund security deposits

At the moment we have to manually amend the account details for all leavers when refunding their security deposit.This is time consuming when we know that all Upper sixth form are leaving by default. A system that enabled us to automatically refun...
Guest over 10 years ago in Fee Billing 0 Good Feature

Fees and extra charges to include session rate

Currently we can set a charge as a fixed amount or percentage but our pre-school pupils are billed per session. If you added an individual session rate to the money details when setting a charge this could be used to calculate a total charge for f...
Guest over 10 years ago in Fee Billing 0 Good Feature

Recurring charges on posted invoices

Once an invoice is posted and sent to iFinance, recurring charges can still be deleted from previous invoices. This also affects the posted bill reports and adjusts the original figures which will be incorrect. Please can a feature be added to sto...
Guest 9 months ago in Fee Billing 0 Good Feature