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.

Default option in cover publication options to send emails to affected staff for room changes (unavailable rooms). This way, when we use auto publish cover, room changes will be automatically sent to affected staff.

Enable multiple users to have the same authorisation limits/values.As a school we have agreed values for various seniority (these are published and agreed by our Governors) it would therefore be really nice to set multiple staff with the same limi...

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...

At the moment, when guardian(s) are going to be the primary point of contact and need access to the Parent Portal, they cannot be given access directly. It is necessary to set them up as a Parent contact type, then email the Parent Portal details ...

It would be useful to be able to create a Student Register which is applicable just to specified year groups. I know that it is possible to filter by year group, but being able to configure this as part of the setup would save this extra step and ...