In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...

We've had a number of instances of parents being unlinked from their children within the Parent Portal, which we only ever find out when the parents contact us. Recently, a few days before A-Level results, we had a similar issue with a few Student...

Linking Sets is awful. You need to be able to select a whole set of pupils and COPY them into other subject sets. As soon as you have a class that is not in line with "forms" then there is not a simple way to just copy them over. For example, PE w...

Parents should receive notifications whenever a new document is added to the parent portal to ensure they remain fully informed and do not miss any important updates.

Can the email wizard have support for HTML. This would allow us to generate much better looking emails to parents.

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

For a supplier invoice, if I make more than 1 entry to the same gl code and same analysis code on the AP side, I want to see these separate details when it goes to the GL side. I don't want it to be added up. This is becuase we do day trips which ...

The 'Preferred Surname' field is a great addition to Student Manager, but it is a bit useless as long as we cannot have the option to display it on the student name list, such as for attendance registration, or Student Manager lists. The option is...

In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...

When new accounts are created, currently, Admins need to enable 2FA on the account manually. This can lead to ad-hoc accounts not being protected. In today's climate, it is much more likely that an organisation requires 2FA and will disable it for...