Ideas

This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks

Order the "latest documents" on parent portal by date added with newest at top, not alphabetically

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.

It would be great if we could schedule emails to go out to parents through iSAMS. Many parent portals now have the ability to send one email at the end of the week with all the information parents need to know relevant to their child only. It woul...

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

We have 1,500 students and I can see in the Student Manager the column "PPS" - showing which parents have accessed the portal. However, i cannot select the column and filter to the parents that haven´t accessed the portal. Which means I have to go...

It would be good to be able to change some of the terminology that is being used in the new cloud parent portal. For example, on the student widget on the dashboard for a logged in user there is a button labelled 'Discipline'. We are not keen on t...