Ideas

During the billing process under Fee Billing Manager, Account Details tab for a specific student, the Account Code needs to be copied manually by the Finance from Students Manager. Can we have this auto populated to reduce any error from manual co...

if people have completed the training in advance of the expiry date and is unable to log it at the time it is completed due to system functionality. Is there a way this can be looked into? I.e. if a person completes early the renewal is set say 12...

In iFinance under the Bank where one uploads bank transactions please can we have the ability to clear one transaction only and this could be at a later date than other transactions not allocated on the Bank. Please ensure that if one does enter a...

Request to toggle if the automatic self-certification email is sent to employees following sickness absence. This may not be a required process for some schools.

A better way for employees to request training from a list of available courses either online or offline for this to go through an approval process, with an approval process to be signed off once the course has been completed.

Customer would like to have a feature where a shared SCR record can have certain data hidden, such as DOB and Address

It would be helpful to have visibility of all historical reminder dates set against a payment item or invoice, as these are often adjusted if payment is not received. Or alternatively, I would like the ability to generate a report for a user that ...

When selecting pupils from the batch import screen it would be good to see a total of selected pupils given before having to move to the "assign charge" page. Also, during the bulk import wizard process when you are selecting the pupils you want t...

We were able to enter a batch purchase ledger invoice where the net and VAT were the same amount. There need to be controls so that this is impossible. The VAT code should determine the parameters but currently you can overwrite anything. For VAT ...

To add new fields to the DBS check within Every HR - Document type Issuing country Reference numbers Expiry dates Birth certificates Utility bills for proof of address As in line with the ID checking guidelines for Standard / enhanced DBS checks