Ideas

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

We recently imported some CAT4 data into iSAMS which will shortly be used in reports going home. The data was imported in Tracking Manager and then pulled through into a new gradebook. One pupil missed the original CAT4 tests and we've just receiv...

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...

This is a vital field for parents to be able to review, but currently there is no way to present it to them.

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

Currently, Gradebooks has only an ability to filter columns (among the large number of culumns) to be displayed. It would be much much more useful if it could have the ability to filter / sort data by the value of the characteristics fields and th...

Passport data is available but visa data isn't. This is anomalous. REST API is an additional cost. (Because it is designed for third parties?) Batch API can be used in school to extract data internally.