Ideas

This would aid schools that have more than one site or staff that are not familiar with siblings across a school. Siblings appear with a tick box to add them to a concern.

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 ...

It would be very useful to be able to set a default Severity Level, in the same way that a default "Concern Status" is set.

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

This would enable Wellbeing to store more sensitive data on pupils at them moment the access is by level and this means all Hms can see everything which is not good.

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.

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...

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice

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.

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