When we send a letter or email to a customer, could there be a tab in the customer record that gave us the complete history of all correspondence generated for that customer. In other systems if the email or letter is generated through the system,...
Is there any way that the drop down on cash allocation in the sales ledger could have the balance on the account showing instead of the currency code please? The currency code means nothing to us but it would be very helpful to see the balances es...
It would be really useful if the downloads that you drop from iFinance were the same as the downloads from iSAMs, I spend a lot of time making two spreadsheets the same before I can do what I actually want to do. If it came out as School ID, Surna...
Please can it be designed that documents can be uploaded to life events in well being manager, this can be done in concerns, however there are life events which require documents being made and there fore it would be handy to be able to upload the...
We would like to be able to set up additional overview panels depending on the role in school. E.g we have some staff who are form tutors and would like to see their form in one place but they are also a HOY and would like to see this information ...
Ability to bulk produce and email the Purchase Commitment by Approver report
It is our understanding that there is no way of being able to either produce or send budget holders their transaction activity reports (known as the Purchase Commitment by Approver report) in bulk at the end of each month/period. It appears that t...
Please could we have the option of displaying the Form name instead of the House group in brackets at the top of a child's record in Wellbeing Manager? Many of our schools do not use houses, and their Form is the most common group identifier used.
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Awaiting Review
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Good Feature
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In Discovery
