Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Currently only staff of teaching groups that a student is explicitly added to are notified. If classes are linked, the teachers of linked classes are not informed.
Please may we suggest that the Bulk Payment Batch Number be increased from 6 Alpha Numeric digits to at least 10? We use the date of the Bulk Payment run to identify the Bulk Payment, however, sometimes we do 2 or 3 different runs on any one day &...
Re-design the set list report from Teaching Manager - includes photos and Pupil Register information
Currently our teachers are exporting set lists with Pupil Registers information to screen which includes the Pupil Photo Gallery. For example, Pupil Register information includes on-register for SEN & Safeguarding. As you can see from the repo...
Granular Export of Pupil Registers on "View Teaching Set Lists"
We would like to be able to export various data points on any pupil register through the "View Teaching Set Lists" function in the wizard bar. Currently, data from built-in pupil registers such as "looked after" or "special educational needs" allo...
Currently when the school receives a large volume of receipts over the period of a few days, we would much rather upload a bulk excel file using the transactions importer rather than inputting it one by one. However, the drawback to this is that t...
Ability to choose default tax code for invoices through AP inbox
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.
Date warning for API invoices when transaction date is in period already closed
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
We swap our timetables for internal assessments and, as part of this process, we create sets to function as examination groups. We timetable these sets so that staff can be assigned for invigilation and registration purposes. However, these teache...