We have occasions where we retain a deposit rather than return it but there is no way of recording this in Fee Billing. It would be good to have a tick box to say "Retained" so that it can't subsequently be returned in error and it isn't included ...
Ability to amend the Charge Sheet available via the Export Wizard
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 ...
Sales account credit balances to be taken into consideration for direct debits
We have several credits on sales accounts but the direct debit calculations do not take this into consideration. We have opted for the brought forward balances to be shown on the invoices but have had several parents saying that there is an error ...
Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Online payment portal for clubs,lunches,dress down days etc
it would be great if it was possible to have an online portal for parents to make one off payments to the school for things such as clubs, trips, lunches, dress down days etc. this would save the children having to bring money into the school and ...
Remove requirement for both a Cost Centre and Department
Currently fee billing is capable of processing charges against nominal accounts with no cost centre or department, or those with both a cost centre and department only, but not with only one. For iFinance users, this means you have to have BI code...
Add Student/Pupil Name to the Fixed and Variable Direct Debit Plan Schedules screens, and add a Search option
It is difficult, especially in schools with large numbers of direct debits, to quickly find plans for specific students on both the Fixed and the Variable Plan Schedules screens . Adding a Search option, which looks at student or bill-payer name, ...
Ability to delete direct debit schedule, amend invoices and recreate schedule
Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...
Using custom groups to EXCLUDE pupils from Fee Allocation Rules
When setting up a Fee Allocation Rule, you specify which attributes a pupil must have in order for the fee to apply. One of these attributes is membership of a custom group. It would be extremely useful to be able to explicitly exclude pupils who ...
Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year
