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Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest 12 months ago in iFinance 0 In Discovery

Profile Section on Cloud Parent Portal Should Be Updated

There is a My Profile section on the new cloud Parent Portal. This pulls information from the parent's user account. There are tabs for contact information. However, I doubt any school has populated those areas as contact information is held withi...
Guest 6 months ago in Parent Portal 0 Awaiting Review

IMPORT Set NAME in the same template as CODE so they can be different

ALL you need is another column called SET NAME in the import template. It's an excel spreadsheet... A code is NOT a name. This should be very simple to action, the fields are in the same place and negates the need to auto populate the code. IF a s...
Guest 10 months ago in Timetable Manager 0 In Discovery

Ability to upload a document in the Fee Billing Module

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...
Guest over 1 year ago in Fee Billing 0 Good Feature

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
Guest 10 months ago in iFinance 0 Good Feature

Allow Module Types to be configured to be awardable to only selected year groups

When configuring the Type Properties of a Module Type it would be helpful if the year groups to which this Module Type were applicable could be specified. We have awards specifically for each of Lower School (years 7-8), Upper School (years 9-11) ...
Guest over 1 year ago in Reward & Conduct Manager 2 Good Feature

Author code on School Calendar download

If a parent downloads the school calendar from the new Cloud Parent Portal it includes an 'Author' column. This displays a long code to parents that we do not want to show and we would like the ability to hide or remove it.
Guest 6 months ago in Parent Portal 0 Awaiting Review

Identifying Establishment Number of School when creating CTF

When creating a CTF if more than one School is listed with the same name it would be helpful if the DFE numbers appeared so the correct school could be selected
Jenny Owen almost 2 years ago in Student Manager 2 Later

Exporting staff absence stats from the Cover manager

Is there a way to export the following statistics from the Cover Manager? The total number of days absent per staff member over a selected period of time?
Guest about 1 year ago in Cover Manager 0 In Discovery

Show/Import the Exam Calendar in Calendar Manager?

It would be useful to be able to import and display the 'Exam Full Cycle Timetable' or the 'Exam Cycle Calendar' (from Exam Manager) into the iSAMS Calendar Manager.
Guest about 2 years ago in Calendar Manager / External Exams Manager 2 Good Feature