Ability to choose default tax code for invoices through AP inbox
At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
It would be useful to be able to create an alert as soon as parent fills an open event form to alert admissions 2-3 days after to schedule a telephone call. At the moment, it relies on diarizing manually or exporting data regularly.
Parents/Data admins sometimes enter incorrect email addresses causing a plethora of issues down the road. A bulk email verification or even point of capture check would ensure the validity of addresses capture.
You have separate invigilation in Pupil Registers/Student Registers but there in no check box for smaller exam room. The is particularly useful to comply with the SEN arrangement Read Aloud as they can be located within a similar smaller room. As ...
Date warning for API invoices when transaction date is in period already closed
iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
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...
We would like to add an option for staff to run a report for other student registers we add to the system, similar to the current options for gifted and talented and SEN in the Student Registers on the wizard bar.
have merge fields added within the email function of HR Manager
This would make regular communication to staff about pay and benefits so much more efficient. For example post rollover you could write to each member of staff (selected) with details of their new pay, scales and allowances
Seamless transfer from admissions portal to parent portal
When a parent has used the admissions portal to apply and accept a place it would be good for them to then automatically be able to access the parent portal via the same login details. It just looks a bit dis-jointed that they then have to sign up...