Ideas

At point of registration would be useful to collect all medical data for use with Taster Days. e.g. Wears glasses, name and address of doctor.

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...

Ability to edit the default message when the cloud portal is disabled: "The portal [PORTAL_NAME] has been disabled. Please contact the Admissions Team directly." In the previous Parent Portal Manager, under Configuration > Maintenance Options &...

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...

There is a My Profile section on the new cloud Parent Portal. This pulls information from the parent's user account. There are tabs for contact information. However, I doubt any school has populated those areas as contact information is held withi...

If a parent downloads the school calendar from the new Cloud Parent Portal it includes an 'Author' column. This displays a long code to parents that we do not want to show and we would like the ability to hide or remove it.

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

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...