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Ability to select on Admission Year and Term on Entry not just Accepted for pupil selection in Fee Billing>Cycle View>Single Pupil View

Currently Applicants are selected if they have a status of "Accepted" irrespective of the Admission Year or Term on Entry. We have deferred entry students who are set as "Accepted" in Admissions but not for the current billing term and year. These...
Guest over 3 years ago in Fee Billing 0 Good Feature

Cash allocation on Sales Ledger

Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
Guest over 3 years ago in iFinance 0 Good Feature

Export BACS18 & Auddis files at preview stage

Can you please enable us to export and/or print the Direct Debit AUDDIS file so that we can check it?
Guest over 5 years ago in Fee Billing 0 Later

Approve expenses via BI authoriser

Allow for BI code to be used instead of line manager
Guest over 2 years ago in iFinance 0 Later

Ability to bulk produce and email the Purchase Commitment by Approver report

It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...
Guest almost 5 years ago in iFinance 0 In Discovery

Add admission status to fee billing pupil view

It would be useful to add the pupils admission status to fee billing under the single pupil view summary when hovering over a pupil. This is useful if a pupil is duplicated as an applicant due to a new record being created when they accept and it ...
Guest over 5 years ago in Fee Billing 0 Good Feature

Better links between Admissions and Fees billing

We have a few instances where a new pupil is initially marked as accepted and so has fees and other charges added to their account. They then subsequently decide not to come and are marked by Admissions as withdrawn. We have noticed that the fee c...
Guest almost 11 years ago in Fee Billing 0 Good Feature

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 almost 11 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 almost 11 years ago in Fee Billing 0 Good Feature