Single Search box for searching for pupils / contacts / staff all in one place...
Sometimes we have to look up a name of someone when we don't actually know if they are a student, a member of staff, or a contact. Some school MIS package have a single search field where you can type in any name, hit search, and then it will give...
Isams screen for mentor report reading and validation - sizing
Dear Team, Please find attached the request of one of our user about auto-sizing windows.In our structure, tutors validate and/or correct teachers' reports for students in their class.In the tutor section, when you click on a student name a new wi...
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,...
We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...
There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...
The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
As it is required that invigilators confirm identity of all exam candidates it would be ideal to be able to upload private external exam candidate's photographs
Warning for Schools when importing DfE CTFs not to update Basic details so case of names not changes in the system
When importing Assessment files from DfE if a school forgets to change the field to not update basic details it changes all the Pupil names to capital letters in Ed:gen. A warning message would be helpful.
The ability to tick a box and resend an email communication to a parent/student rather then having to go through the whole process again of sending it.
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