Fix transactions' analysis code imported to iFinance debtors account from Fee Billing
When transactions are imported from Fee Billing into iFinance, a BI/analysis code (cost centre - dept) is attached to the debit side of the transactions that is posted to debtors control. This may be acceptable for single line invoices, but make n...
Student Registers - Search Facility to Include Applicants & Former Pupils (bulk search)
Please can you expand the search facility to include applicants and former pupils but with the ability to search in bulk i.e. not individually as it currently stands. I would like to be able to view leavers from a year group and leaving year e.g. ...
Re-using Contacts in different families with different realtionship
What if a father of one student is the stepfather of another one? or an emergency contact for one student is just a friend of the parents but she is also a mother of another student? We have contacts that are related to other families in a way tha...
Allow making set changes in the future or for specific dates
Currently one can only make changes to sets and classes to take effect immediately. Allowing one to make changes in advance would be very beneficial. Or to allow class/set enrolments for specific date ranges would also help.
When uploading files to "Documents & Files" for either current pupils or those joining the school, it would be helpful to be able to drag and drop the documents into the document upload window. We have quite a few files to get through, and any...
Parent Cloud Portal - School Information - Documents & Files in Alphabetical order
In the Parent Cloud Portal, Select School Information and then select Documents & Files. On the Browse tab, all the document folders are listed, can these please be ordered either Alphabetically or ordered to match how we have them in iSAMS.
Once a parent completes the electronic form on the Parent Portal, the form automatically gets added to their Pupil Manager record as a Document. Ideally the fields would also pull through to their profile as well (i.e. if using it as a consent for...
Show students preferred name in student portal and anywhere related to iSAMs
This is crucial as the student chose their preferred name for a personal reason. We must have the option to show their preferred name in all systems so it does not cause any discomfort to students.
Automated return of deposit on leavers final invoices
If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...