Ideas

We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...

When a parent updates their contact information in the Parent Portal, it should has option to go to a designated admin or staff member for approval. Directly overwriting the contact information is quite risky.

Summary We require a secure, intuitive, and dedicated method for publishing school news and updates directly on the Parent Portal home page. Currently, there is no suitable widget or functionality to display parent-facing information in a prominen...

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

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...

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...

We have a 2 week timetable and currently when logging into the new Parent Cloud Portal, it always defaults to Week A highlighting the day and period, which is great if we are on Week A but if we are on Week B then the information being shown to th...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

In the Forms and Information tab the feed is defaulted to show 10. When there are more than 10 items to show, it puts them out of order. This should default to showing 50.