Ideas

In "Parent Portal Manager > Features > School Directory Options" there is no feature parity between the "Web Portal" tab and the "Portal App" tab (i.e. the mobile app). This led us to experience a GDPR issue in disclosing more of our staff d...

Often customers forget to log out correctly and rather than have to go to Self Service it would be good to have an option to close sessions down from the Active Sessions Screen

Ability to edit the default message when the cloud portal is disabled: "The portal [PORTAL_NAME] has been disabled. Please contact the Admissions Team directly." In the previous Parent Portal Manager, under Configuration > Maintenance Options &...

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.

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...

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.

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.