Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...

Currently one can only make changes to sets and classes to take effect immediately. Allowing one to make changes in advance would be very beneficial. Or to allow class/set enrolments for specific date ranges would also help.

Is is really annoying to have to look in 2 different modules for student info. We don't use all the student manager features or all the student profile features. Can we have a functionality to combine what we use from both modules into a new one ?

With the changing nature of society, it would be helpful for us to include preferred pronouns for students, particularly those choosing to use 'they/their'. At the moment we create a wellbeing concern and email all teachers using the Contact Pupil...

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

It would save a lot of time when uploading documents such as contracts, etc

Add the field 'Billing Email Address' from the contact record.

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.

I would like to be able to archive children who are no longer joining the school but cannot just delete them as invoices have been created for their deposits and we need to have access in case of an enquiry. At present there is no functionality to...