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Ability to change VAT coding

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
Guest 3 months ago in iFinance 0 Awaiting Review

Documents on Student Manager to be Available at Parent Portal

Hi, A lot of schools are migrating from platforms like Engage. So their old reports and documents are being uploaded to the student manager. But unfortunately, this reports are not available in the parent portal when parents they need to check the...
Guest 11 months ago in Parent Portal 0 In Discovery

CTF Address format option when creating CTF

With many schools on varying different MIS's some information is not transferring via CTF upload due to formatting. The option to choose which of the two DfE formats for addresses prior to the creation of a CTF would be useful so that student cont...
Georgina Basford about 1 month ago in Student Manager 0 Awaiting Review

Allow parents to cancel upcoming approved leave requests

If a parent has submitted a Leave Request for, say, a medical appointment and this has been approved by the school, there is currently no option in the Portal for the parent to cancel the LR should the student's appointment be cancelled or resched...
Guest 3 months ago in Parent Portal 0 Awaiting Review

Reports on the New Parent Portal Should Be in Reverse Chronological Order

On the new Parent Portal, it looks like academic reports are listed in chronological order, i.e. with the oldest at the top and the newest at the bottom. It would make much more sense, and be much more usable from a parent's perspective, if the ne...
Guest 5 months ago in Parent Portal 0 Awaiting Review

Interest on Customer Debtor Balances

A function within iFinance that can calculate ( and post to GL) interest accruing on overdue customer debtor balances.
Guest 2 months ago in iFinance 0 Awaiting Review

Positive Comments home - send to parents' email with a reply function

Currently, we have set up the positive comment to be sent to the parent email address when recorded in iSAMS. This has been a great addition, however, we have noticed a massive drop in responses back from parents. Normally, teachers would email ho...
Guest 4 months ago in Reward & Conduct Manager 0 In Discovery

Change default text in email wizard

When using Email Wizard (through Student Manager) all our emails come from the same default user - the school name & info@ (school email address). It is not possible to set this yet, but it is time consuming to change each time. It would be a ...
Guest 7 months ago in Student Manager 0 Good Feature

Facility to gender check and name check reports

It would be useful to have the facility in reports wizard to 'gender check' for pronoun accuracy and to have a 'name check' that flags incorrect spellings of first/preferred names after a reporting deadline has passed.
Guest 2 months ago in Reports Wizard 0 Good Feature

Import Pupil Data using CSV

It would be good to have an import option for Student Manager to enter data in bulk. For example, for the newly admitted students, every year, we need enter their emails address one at a time. Considering doing this for 300 students every year whi...
Guest 5 months ago in Student Manager 0 Awaiting Review