Ideas

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

Is it possible to add/show Alert flags in Registration Manager for pupils who have been absent/late for 3 days or more. This would be beneficial for Form Teachers/Guidance Staff/SLT to see at a glance so that follow up can be quick.

The current OOS process uses a time scale e.g. 9am to 1pm, I think it should be possible to have the choice to choose between a timescale or on a Period based scaled e.g. P1 OOS. Similar to the choice in cover manager. This will help with slight o...

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

We recently imported some CAT4 data into iSAMS which will shortly be used in reports going home. The data was imported in Tracking Manager and then pulled through into a new gradebook. One pupil missed the original CAT4 tests and we've just receiv...

Already submitted an idea for Bulk Refund of Deposits but can we have the same for Leavers Direct Debits - it took me ages to complete this task too. To have to go into each individual pupil, billing contact and then delete the dd takes too long. ...

Can we only allow admin or certain people to delete out of school records please? Often, someone overwritten or delete the current out of school records and leave the pupil not registered for the whole range of time, which is a disaster for regist...

Currently, Gradebooks has only an ability to filter columns (among the large number of culumns) to be displayed. It would be much much more useful if it could have the ability to filter / sort data by the value of the characteristics fields and th...

As per the school's need, we have created a few Registration Presence Codes. These Registration Present Codes needs to be available on Day view, week view, list view of registration manager for Bulk as well as individual record edit. These are ava...