Ideas

Automatically assign year groups based on DoB and Entry Year on a portal form.

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.

We're using the admissions portal forms and we're having a slight issue with the documents uploaded by parents as the system is renaming anything that is uploaded with a hexadecimal string which is meaningless to us. Is there any way to either: a)...

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices

Currently, the diary appointments in the Medical Centre module are only coded as ORANGE for General Appointments and GREEN for Follow-up Appointments. We have various Visit Types that support our medical centre processes and we'd like the ability ...

It would be useful to be able to create an alert as soon as parent fills an open event form to alert admissions 2-3 days after to schedule a telephone call. At the moment, it relies on diarizing manually or exporting data regularly.

Parents/Data admins sometimes enter incorrect email addresses causing a plethora of issues down the road. A bulk email verification or even point of capture check would ensure the validity of addresses capture.

Within the Student Registers module itself, when you search for pupils, their names come up using their preferred name. Then, when you click into the pupil record, the name at the top of the screen, is the pupil's first name. Additionally, if you ...

When setting up search filters in the Student Registers module, you can select which modules you can use these search filters in. This list includes Pupil Profiles and the Medical Centre module. It would be great if the Registration Manager module...