Ideas

Parents typically use the Portal when using their mobile phone. Uploading bills to the parent portal is completely ineffective if not viewable on a mobile phone.

Add the field 'Billing Email Address' from the contact record.

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.

I would like to be able to archive children who are no longer joining the school but cannot just delete them as invoices have been created for their deposits and we need to have access in case of an enquiry. At present there is no functionality to...

Staff have asked me if they can see the pupil's photo at the time they are writing their academic reports. This is very useful and was something they had in their previous MIS

When emailing both pupils & contacts in the same email and using Parents Letter Salutation and Pupils Forename it works for the parents but not the pupils. Parents = Dear Mr & Mrs Smith and JohnPupil = Dear John and The AI Help Desk has sa...

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...

Registration Group Timetable on the Wizard Bar/Timetable Manager: It would be highly helpful to have a timetable format where a registration/form/ advisory teacher can view her class timetable. Specifically when it is a specialist subject taught b...

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...

Ability for Wizard bar (Add a detention) to be available without read or write properties for the module. For the safeguarding for information - only to allow teaching staff to add detentions via the wizard bar and then not access the Detention An...