In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...
View a timetable at an earlier date in the academic year.
We have had students change/drop subjects and also changes to teacher's timetables. It would be really useful to have a date option, to roll back to an earlier date in the academic year and view their timetable.
Allowing preselected options on other tabs when running Teaching Set Lists
Currently when you run the Teaching Set Lists, options for what teachers can see may only be preselected off the standard tab. Now you have introduced pupil registers it would be very useful to be able to preselect options from other tabs that now...
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.
Raise a document whilst reconciling the bank statement
It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.
Permissions for Staff Notes (as already implemented in Pupil Manager for Documents)
The notes area of HR lacks any security permission at an individual note level. Something similar to the category based security permissions as found in Pupil Managers Documents would work well here. It feels like a bit of a large oversight as the...
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
