Ideas

Currently, iFinance allows payment processing only for suppliers. However, for payments to customers (such as student refunds or overpayment returns), we are required to process the payment manually through the bank and then record it separately i...

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...

Sometimes I need to check which subjects I included in a report cycle, or perhaps look at the detail of the exclusions. To do this, I need to close the cycle first. If a teacher was in the middle of entering a report, they wouldn't then be able to...

Hi, A lot of schools are migrating from platforms like Engage. So their old reports and documents are being uploaded to the student manager. But unfortunately, this reports are not available in the parent portal when parents they need to check the...

It would be very helpful if parents can upload documents to parent portal and this gets saved to the documents and files section for students.

iSAMS has three address lines, but iFinance only have two In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...

When a parent updates their contact information in the Parent Portal, it should has option to go to a designated admin or staff member for approval. Directly overwriting the contact information is quite risky.

Hi, We need to use tutorials instead of SETs, as pupils’ timetables change frequently to accommodate their SEN needs. We’ve identified an issue with how the timetable is displayed on the Parent Portal. The timetable with tutorials is not shown in ...

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.

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...