Ideas

Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.

When in the horizontal and vertical grouping section of giving a Commendation it would be useful to be able to filter by Academic House and Year Group

Good day. Wanted to ask if in HR manager can we have a form or way in which staff can apply for leave instead of filling a paper and submitting it.

Could you please let me know if it is possible that the current data for Attendance, Rewards, Consequences (Red + Deadline) by students could be added to the report writing module when tutors write their tutor reports? It comes up on the final rep...

Add the field 'Billing Email Address' from the contact record.

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.

I would like to be able to archive children who are no longer joining the school but cannot just delete them as invoices have been created for their deposits and we need to have access in case of an enquiry. At present there is no functionality to...

Staff have asked me if they can see the pupil's photo at the time they are writing their academic reports. This is very useful and was something they had in their previous MIS

When emailing both pupils & contacts in the same email and using Parents Letter Salutation and Pupils Forename it works for the parents but not the pupils. Parents = Dear Mr & Mrs Smith and JohnPupil = Dear John and The AI Help Desk has sa...

Currently the exports brings each contact details in separate rows but attached to the same student. Would be good to have one row per student with primary contacts, secondary contacts etc. by columns.