IMPORT Set NAME in the same template as CODE so they can be different
ALL you need is another column called SET NAME in the import template. It's an excel spreadsheet... A code is NOT a name. This should be very simple to action, the fields are in the same place and negates the need to auto populate the code. IF a s...
When add a pupil to a student register ti would be good if I could to have the option to be able to: 1) Notify the pupil that is being added to the register (and potentially parents) 2) The staff member responsible for dealing with the pupil on th...
As we maintain accurate records of our alumni, there is no clear way to mark those pupils who have deceased. It would be helpful to be able to apply this label.
At the moment it is possible to bulk import new students to Pupil Register but there is no way of bulk deleting them from a register. You need to go to each pupil individually, remove notes and then click "Unassociated". Even marking as "Off Regis...
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Very limited to see other modules activity and should include Pupil Manager & Admission Manager. The audit log, not able to see the file name from description. It will useful can include the audit log to check the user activity when exported t...
Allow option to prevent negative fee total for billing
Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.
Delete Runs in the Portal Publishing Tab of Report Printing
The list of Runs can contain some that were never used or had to be replaced. It would be useful to be able to delete these. You can delete Routines but not Runs
AP invoice box - see which invoice are entered via the AP invoice box
Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...