When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

In our previous MIS pastoral tutors received a daily report detailing any lateness and/or absences for their students. This was automated and sent a an email. They also received a weekly summary of the same information. How can we achieve this in ...

Currently, the Pupil Portal Manager only has the provision to turn on Public Exams view or not. It would be ideal to have the option to manage the Exam Timetables view in particular as most of the time, pupils need to verify their entries first bu...

When the priority it put in for student contacts it should automatically put them in the correct order rather than having to arrange them manually. This causes problems when syncing with Teachers2Prents/School Money.

It would be helpful if teachers could specify who they are sharing comments with (e.g. other teachers in their year group/department), or alternatively, if shared statements could be filtered by subject and year group.

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

We are planning to use Cover Manager in the future to add duties, meetings, etc. as an availability/lesson to each staff member's timetable so when anyone is sick we can assign a cover for them in Cover Manager. It would be great if these detentio...

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

It would be awesome if we could automate sending activation codes to new parents. In the REST API management section in the control panel, I can see that there is an option to modify the permissions for the "Parent Portal" module. I also found a s...

When attaching a file to a transaction within iFinance it does not tell you if a file is too big to attach.