All ideas

Natwest bank have a bulk template import and you do not have a bulk payment download This option>> 39. NatWest Bankline Standard Domestic Payment (.TXT) << produces multiple single line payments and multiple contras on Natwest Bank sta...

We have enabled the functionality to track email conversations between teachers and parents and store them in iSAMS. To complete this step, we have setup inbound emails and in many cases, we now have a log of conversations in iSAMS that staff can ...

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...

Can the email wizard have support for HTML. This would allow us to generate much better looking emails to parents.

Ability to bulk upload documents to the student portal. The functionality that allows this in the Parent Portal by naming documents with the student ID and student name is very useful. This functionality is also needed in the Student Manager so th...

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

Current Challenge: When deleting items (such as languages) from the global list, the system refreshes after each deletion, requiring repeated navigation to the same section. This process is time-consuming and reduces workflow efficiency, especiall...

We would like to have the info that appears in cloud portal>school profile>teaching groups, but hide the set code (please, see attachment)

Please could there be a section within Medical Centre where First Aid boxes could be managed? We would want to be able to list what should be in each First Aid box, what items get used, where the boxes are round school/who they've been assigned to...