Ideas

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

It would be useful to be able to re-order the features of the Dashboard. There are times throughout the year where we'd like to make key messages to parents more prominent and therefore move text sections to the top of the page to catch their atte...

Once a parent completes the electronic form on the Parent Portal, the form automatically gets added to their Pupil Manager record as a Document. Ideally the fields would also pull through to their profile as well (i.e. if using it as a consent for...

If a parent has submitted a Leave Request for, say, a medical appointment and this has been approved by the school, there is currently no option in the Portal for the parent to cancel the LR should the student's appointment be cancelled or resched...

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...

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...

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

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 ...

We were able to make the Parent Portal simple and objective with only a few pages in the older version - customizing names, menus, their order, etc. This was a huge loss from the previous one, and now we will have to share a longer version and rec...

This is crucial as the student chose their preferred name for a personal reason. We must have the option to show their preferred name in all systems so it does not cause any discomfort to students.