All ideas

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.

Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.

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...

Sometimes parents email and we do not know who they are when they don't reference student names

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

It would be great if , once a new staff member was added to iSAMS, an automatic welcome email could be sent

When adding a new member of staff, we can't add in their ID badge RFID number until after they've been added to HR Manger module. As there is no built-in RFID number field, we can't do it as part of the initial adding process - we have to finish a...

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.

It would be good if in Medical Centre module you could set up different permission for different students groups.. For example we have Boarding staff, who currently can access only medical records of students in their Boarding house. We would also...