It would be great to add a separate permission set for Document Categories themselves. Currently the ability to modify and/or delete document categories is tied to other permission sets. For instance, documents within a category can have permissio...
Supplier refunds included in payment run if a credit note is not received in time to reconcile.
When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...
In the new Parent Portal in Cloud Portal, the School Reports page has two tabs, Reports and Assessments. We do not publish reports to the Reports tab but only to the Assessments tab, which makes it hard for parents to switch. We would like to be a...
Customer/Supplier grid to include future dated transactions
I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Use User Disabled Icon in Search Results (Control Panel)
When viewing a list of users in the tree structure, we can tell which users are enabled and which users are disabled via the icons. However the icon used to denote a user is disabled does appear when searching for users via the search box.
Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...
Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)
Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
Suggestion Description: Currently, the system requires users to select and download invoices cycle by cycle, which can be time-consuming and inefficient — especially when dealing with large volumes of records. I would like to propose a feature enh...
