Ideas

We want to be able to create a charge sheet by subject which can be sorted by class and in alphabetical order. Currently the spreadsheet adds everyone in alphabetical order only. We also want the ability to add additional lines for the same pupil ...

Currently schools cannot do partial refunds and are ONLY able to refund against transaction lines - feedback has been that this is a relatively rigid model, especially with partial refunds not being available.

The ability to filter data automatically based on what year group you are in. Currently you can only do this by school. this will remove the need of creating duplicate dashboards with filters, per year group.

Is it possible to create groups in the dataset to help cleanse the data and reduce the number of items? Examples Ethnicity (would be good to have 3 most common + other – for us this is White British, Pakistani, Indian, Other). Having lots of small...

We have to add new fee allocations each year just because our fees change. It would be so much better if they could be amended.

It would be very useful to see data from Teaching Manager across multiple schools in Central. The type of data that would be useful would be: List of subjects (similar to the Simple Subject Report on iSAMS) Number of teachers linked to a subject (...

We have a long list of deposit types including registration fees. Some of these are no longer used and it would be useful to be able to set these to inactive.

It would be great if Family ID could be added so that we can display the number of families in the school.

Currently there are a set of dashboards for MIS, HR, Compliance & Finance. However it would be great to have combination dashboards for true data analysis i.e. 1) finance & MIS - what is the cost of a curriculum vs. GCSE or A Level results...

Since the implementation of VAT on school fees, we need to raise VAT only invoices to our Local Authority. At present the invoice needs to be raised outside of iFinance, but it would be helpful to be able to do this as part of our billing cycle.