The existing custom groups are completely static, any changes on the groups need to be done manually. As Dynamic Groups we are using saved searches created with the Query builder where we can combine several fields for filtering a group of student...

In the Student Manager/Pupil Manager module, there is a Back to Search Results button when viewing the record of an individual. In the Student Profile/Pupil Profile module, there is no equivalent button. This results in having to re-enter search p...

Add the field 'Billing Email Address' from the contact record.

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.

I would like to be able to archive children who are no longer joining the school but cannot just delete them as invoices have been created for their deposits and we need to have access in case of an enquiry. At present there is no functionality to...

When emailing both pupils & contacts in the same email and using Parents Letter Salutation and Pupils Forename it works for the parents but not the pupils. Parents = Dear Mr & Mrs Smith and JohnPupil = Dear John and The AI Help Desk has sa...

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...

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...

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...