Ideas

When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...

On the invoice template, improvements can be made by showing Front page have Extras Total £775,33 to match fees total above. No VAT% on the Summary page header, next to Vat amount, shown on front page. Breakdown extras by Disbursement headings, so...

It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...

Within IRIS Financials you can set the system so that users are made to change their passwords systematically. It is not possible with the cloud login. This would be useful for security as although the apps can be secured but prompting a password ...

We have family dining in two sittings at our school - the children sit on the same tables everyday. I need to be able to pull off a report that tells me where each child sits (table number) what sitting they are in (one or two) and what they have ...

Allow for BI code to be used instead of line manager

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 They then subsequently decide not to come and are marked by Admissions as withdrawn.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...

The system is currently set at 12.00am for parents to book activities and clubs for the next day. This does not work for us as we are turning away parents when we still have spaces in the clubs as they are unable to book. ( Becomes a manual proces...

Generate LLP accounts under frs 101.

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 ...