Feel Billing Contact Notes - link to Pupil Manager Contact Notes
In Fee Billing > Cycle View > Pupil Search > Notes there is the ability to add both Pupil Notes and Contact Notes. It would make a lot of sense if Contact Notes synced directly with Contact Notes in Pupil Manager>Contacts rather than h...
It would be helpful to add a tracking/reporting filter within Gradebooks to be able to search by individual student to find all their marks/grades included in various gradebooks (perhaps further filtering by gradebook tags).
It would be useful to be able to run a report where you can choose an asset and then show all activity against it ie the breakdown from cost to net book value
Ability to select a VAT code when importing charges in iSams
When importing pupil recharges to iSams the VAT code is assigned to the analysis code which can not be adjusted, only through a time consuming exercise of changing it on each pupil, which defeats the purpose of importing. It would be a great help ...
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19 days ago
in Fee Billing
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Awaiting Review
Notifications when wellbeing concerns are updated.
When concerns are updated as staff may have further information the only way of knowing this is by continually going into the concern and checking. It would be ideal if each time the concern was re-saved that it sent another notification (at least...
Ability to re-order grading elements in report templates
Currently when you set up grading elements in a report template the order they appear is fixed based on the order they are created. It would be very useful to be able to re-order the elements based on how you need them to present in the report wiz...
Add Back to Search Results Button Student Profiles
In the Student Manager/Pupil Manager module, there is a Back to Search Results button when viewing the record of an individual. In the Student Profile/Pupil Profile module, there is no equivalent button. This results in having to re-enter search p...
Searchable and Viewable Email Content in Email Manager
It will be great if we can perform the following in Email Manager when tracing an email sent: 1. Able to search email sent to parents. 2. Able to view the content sent to parents. The above can assist the school in tracing email communications bet...
Change iFinance address fields so that they match iSAMS address fields
iSAMS has three address lines, but iFinance only have two
In iFinance, address line 1 can be 50 characters and address line 2 can be 50 characters
The synchronisation will add address line 1 from iSAMS to address line 1 in iFinance, and take a...