Ideas

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.

It would be good to have the ability to view, amend and forget memorised auto-postings from a pulled up list of 'all memorised postings' We have a few that have been auto-posted to the wrong place and due to the bulk of transactions we receive the...

As our school are going to activate the parent portal and open to our parents, there might be some data we have decided to be not shown to parents, for example, the description of Reward & Conduct, please take a look at the specific details in...

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.

Remove the wording 'Oops, something went wrong' from the Parent Portal page when the link is accessed directly. It does not appear appealing from the parents' perspective

The customer statement in iSAMS parent portal only shows outstanding transactions from iFinance. However, most parents would like to see all their spending and payments in their statement. This has led us to not be able to allocate payments at all...

In the new Parent Portal in Cloud Portal, the School Reports page has two tabs, Reports and Assessments. We do not publish reports to the Reports tab but only to the Assessments tab, which makes it hard for parents to switch. We would like to be a...

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...

More interesting for the user to see relevant visuals at the top of each page, not the same one throughout.

When a parent email address is updated in Pupil Manager, please could thier username in Parent Portal also be updated as we currently have to do this manually at the moment.