Search User Accounts by Forename & Surname (Fullname)
Presently we can search for user accounts by first name OR surname. However if I combine first name and surname together, regardless of order (first name then surname or surname then first name), the search fails.
Export Wizard - Current/Previous School Local Authority
Within 'Admissions' add the 'Current School Local Authority' as an export field. Similar fields for School Address/Type exist already but not Local Authority. This would be useful at the start/end of the year when informing Local Authorities of Le...
Report to download all Documents and Files from a category
Could a process be created to automatically download all files from a category in "Documents & Files" Student Manager. We use a UKVI compliance category for all Appendix D documents and it would be useful to be able to download these by studen...
Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance
In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Tracking Manager data element need to be same as report wizard
Some elements in the Tracking Manager are not similar to the report wizard. Example: system status When a report is generated through the report wizard, the system status shows as attached (image 5): The status of the student, either 'New' or 'Cur...
We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.
To personalize an email, a particular individual field i.e. name may be wanted to be included into the subject name. Unfortunately fields in the subject are currently not supported.
In the new Cloud Parent Portal on My Account > Communication History > SMS History, the SMS are currently ordered with the oldest at the top. This means that a parent has to scroll a long way down to see their newest SMS messages - especiall...