Fetching Opening Balances from iFinance for Fee Bills
Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...
Emergency Contact checkbox and Parent Cloud Portal
Add a checkbox for 'Emergency Contact' in the Contacts section (similar to the existing 'Student Home' checkbox). In the Parent Portal, introduce an option to display only designated emergency contacts, regardless of their contact type. This will ...
Allow "Cover Note" to be able to be added to the email template for emailing out cover
It would be really helpful if additional information about the cover (that we currently include in Cover Note) could be one of the fields we can add to our email template for emailing out cover to staff. Currently this field is only viewable in th...
The Admissions Statuses used by a school can change over time. For historic reasons, we would not want to delete statuses no longer in use (since these will be attached to existing applicant records). However, we would no longer want them displaye...
Enable searching by E-Mail Address and iSAMS Username
Hello In the Control Panel, navigate to User Accounts. We would like to enable searching by E-Mail Address and iSAMS Username, as currently, searching is only possible by last name!! Best Regards
It would be useful to split the process of creating a Sales Item Invoice into allowing someone to create the Sales Item invoice but not be able to post it. We have a lettings manager who provides us with the total amount to invoice letting clients...
We suggested to make an update for th, e Staff Roles in HR Manager. At the moment we can just create or delete a Staff Role but we can't rename/update one create before.
When downloading the report template excel spreadsheet, it does not include the students' preferred names. This makes it extremely tough for teachers to fill in the students' reports as they do not know whose reports they are filling in!
Ability to remove or hide built-in fields which are not used
There are some fields within the system that are either not relevant to our setting (e.g. Boarding House) or that we do not use (e.g. School Age) that we would like to be able to hide/remove from the user interface to make the system easier to use...
