Ability to attach documents with School Fee Invoices
It would be very useful if we had the ability to add a attachments to the school fee invoice email template. We often have the need to attach documents/information with our termly invoices and currently have to use alternative methods to do this.
So we have many parents (one has asked the question) - she has 3 children, all of which use meals ASC and BSC. She just wanted to know how much TOTAL she owes. I have had to go into 9 different areas!
All parties would benefit. It would dramatically reduce office workload
We're currently having to manually compile the CSV file to set up parent evenings. The Staff Export report is useful for getting the Staff names and ID numbers in the right order for the import template. However it's missing the staff email addres...
We are getting more and more SAR requests these days. Families are asking for a full breakdown in CSV format which shows all the payments/transactions made via ParentMail.
Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
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.
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
Please can the booking window for Parents Evenings be amended at any time? I currently have parents evenings open but parents swapping appointments between themselves. If the school have the ability to close the booking window, it allows staff to ...
It would be great if summary fields from other iSAMS modules could pull through to Gradebooks. As a start point %age attendance, %lates, total merits, total sanction etc. Then staff could have these additional data items which already exist in iSA...
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...
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Good Feature
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Awaiting Review
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Good Feature
