It would be a good if employee working patterns were visible in the directory. This would allow staff to quickly check who is scheduled to be in on a given day, if they have the right permissions.
The option to run a report from the Case Management to be able to filter how many cases and by type and or a summary page of data showing case numbers/type/open/closed etc.
As we cannot anonymise applicants or enquiries in the Admissions Module when they have been archived as rejected or withdrawn. This is in breach of GDPR regulations and means every school who is using this module could be fined by the ICO.
Enable Customer Payment Functionality in iFinance (e.g., Refunds, Overpayments)
Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...
Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Email reminders regarding outstanding training are sent at 3am. I have asked if this can be changed as this is not ideal. I have been told that this is not something that can be changed and to submit a feature request. Please can this be amended.
Change iFinance address fields so that they match iSAMS address fields
iSAMS has three address lines, but iFinance only have two
In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters
The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...
Most schools have a required social media check as part of the SCR. It would be good if this was built in to the system as a default check rather than having to be built in manually by every school using the 'Other checks' feature.
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Awaiting Review
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Awaiting Review
