Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
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
It would be great if allocated cover wrote to the version of the teachers' timetable displayed on the app. We have worked quite hard to get teachers routinely using the app and we now have to walk this back a little so they can pick up cover. Many...
I created a Custom basedata using code 99 for Internal Exams so that I had the full functionality for seating and could copy basedata forward year on year but there is no way to be able to put in internal results. This would be useful to record th...
It would be useful to be able to label the exam series as something meaningful rather than just a month eg, Re-sits November 2024 rather than just November 2024
Once all candidates have been seated for a particular exam, the exam details should go a different colour
This would be a double check that you have seated all the candidates for that exam. Also, it would be very easy to see where you were up to in creating your seating plans.
Auto update of initials to include BOTH forename and surname to enable useful [field] options in other areas
It would be very useful if the full initials of each student where updated automatically on entry to allow this [field] to be used within emails/reports etc where the full name of the student should not be divulged BUT allows the student to be ide...
Wellbeing Wizard - keep popup open untill saved or cancelled
Currently the Wellbeing Wizard bar the first screen where the details of the concern are entered. Often staff are adding a lot of details and text into the box. However I have had many complaints that staff are loosing their entries, which would b...