Ideas

Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?

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.

Currently, school email address field is not available for applicants. It would be beneficial if this field were accessible, allowing the school email address to automatically transfer once an applicant becomes a current student.

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...

Allow on-screen viewing of uploaded pupil documents without downloading them. This would keep sensitive documents secure within iSAMS and not lying around on users PC's

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...

We are using the admission forms to capture the whole admission journey including booking on an event. We have had to create a custom field for the parent to indicate which event they want to book on and then the admissions team have to add them t...

Being able to set a limit on the number of general absences requested based on the absence reason. EG - 4 dental appointments in year, 5 child care days a year. etc, with an alert once this limit is met. And perhaps automatically overriding the "P...

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...

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...