Ideas

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.

Email reminders regarding outstanding training are sent at 3am. I have asked if this can be changed as this is not ideal. I have been told that this is not something that can be changed and to submit a feature request. Please can this be amended.

Most schools have a required social media check as part of the SCR. It would be good if this was built in to the system as a default check rather than having to be built in manually by every school using the 'Other checks' feature.

Additional fields for the criteria of entitlement groups would be a useful feature, for example all those on a fixed term contract or who have a particular amount of working weeks in their record.

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

It would be helpful to have a notification when a post or vacancy has been approved. The process for approval is useful for our CFO so he knows what to expect budget wise, but once it has been approved it relies on the administrator to check.

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

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...

Allow any changes made in Every HR, from absences, contract changes and address changes, to be synced back into Arbor. Any changes to Arbor to be reflected in Every HR after the initial sync.

It would be helpful to add a tracking/reporting filter within Gradebooks to be able to search by individual student to find all their marks/grades included in various gradebooks (perhaps further filtering by gradebook tags).