Ideas

Parents should be sent a notification to alert them when a report has been published to their portal account.

If it was possible to identify who has not completed certain electronic forms, this would prove invaluable in then chasing the relevant people to complete the form. If any of this could then be automated, even better, but simply identifying those ...

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

Currently users of the Cloud Parent Portal will see the attached options when they login to the portal for the first time. Schools will not necessarily use all/any of these notification channels, so these options will be misleading for parents. Pl...

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...

A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...

Change the way the buttons at the bottom of the form look and perform to make it more obvious what is required 'next'. See attached for screenshots.

Presently, if we put a text widget on the home page, and a user clicks on the link going from Dashboard page to School Reports page, the Dashboard button on the menu bar becomes broken in the destination page (in this case, the School Reports page...

With 70+ pages, I feel like it would be beneficial if we can group all the enabled pages together and all the disabled pages together. Then be able to collapse either group accordingly. Alternatively allowing sorting by the page status column.