Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance
In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Have a drop-down list option (selector) in electronic forms
There is no option to add drop-down lists in the electronic forms. This makes the forms difficult to configure or very long when there are many options in the same section.
Include related staff when contacting students through Pupil Manager
When using email wizard to contact students, it would be beneficial to include the option to include related teachers/HMs/Tutors etc so they know a student has been sent information regarding a certain thing, at the same time as the student.Contac...
In the admissions portal forms, it would be extremely useful for it to pull through the 'bill payer' details into the student contacts in ISAMs. Currently this has to be ticked manually or added manually, even though they have completed a section ...
Create a method to allow iSAMS schools who don't use iSAMS Parent Portal to use the consent registers!
We don't use iSAMS Parent Portal chosing to use My School Portal instead. I would very much like to use the consent registers feature but there doesn't seem to be any way to do so if we aren't using the parent portal. If the consent registers were...
To whom it may concern I have received a request to include the following fields between Visit Type and Reason on the diary form. Between Visit Type and Reason we would: Pain score 0 to 10 - PriorityMedication - Yes / No - PriorityParents Contacte...
Bulk/Group edit school type / update automatically via School
This field is frequently forgotten by Admissions but needed for census, finding UPN data etc etc. It would be really useful to be able to group edit for multiple applicants/pupils. Or, could the school type not be completed automatically via the s...
Can the functionality for the Electronic Forms Options be added to the Student Portal? We would like to ask students for their consent regarding marketing/alumni data before they leave the school which at the moment is done through a Google Form a...
We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
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.