Ideas

The system is useful in that it is possible to create cases with complete audit logs and user notes, as well as uploading documents to the system. However, it would be a significantly useful tool for users to be able to pull reports at a school (e...

The option to run a report from the Case Management to be able to filter how many cases and by type and or a summary page of data showing case numbers/type/open/closed etc.

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

A trigger that includes instances of general absences

It would be a good if employee working patterns were visible in the directory. This would allow staff to quickly check who is scheduled to be in on a given day, if they have the right permissions.

A more effective way to manage term time plus within Every HR. A lot of staff members work term time plus 2 extra weeks of working for example. They need to be able to record the days they are working within Every HR. Toil can act as a workaround ...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...