Ideas

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...

Passport data is available but visa data isn't. This is anomalous. REST API is an additional cost. (Because it is designed for third parties?) Batch API can be used in school to extract data internally.

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

Currently, the system does not allow a single grade (e.g., Grade 9) to be mapped more than once across different year groups in ManageBac. This limitation is restrictive for schools like ours that run more than one program (e.g., MYP & Elites)...

The Report feature in Reward and Conduct manager is helpful for staff. The inclusion of Pastoral tutor would be very helpful since filters already exisit for Grade, Form, Subject and Houses.

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...

Hello, once a R&W is marked as resolved. Could we have a feature to allow an email notification workflow to let the relevant staff know the whole process has been completed.

Presently we can search for user accounts by first name OR surname. However if I combine first name and surname together, regardless of order (first name then surname or surname then first name), the search fails.

It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...