Ideas

It would be useful to add different characteristics to gradebooks, like PP status, SEND status, FSM, EAL, LAC/PLAC etc to gradebooks so that they pull live. Currently I have to manually export the data from export wizard, copy to a gradebook I hav...

I find the search function to be inconsistent in iFinance... In Journal entry creation, for GL account, you can type in the account number or the account name and the search returns anything (be it the code or name) that matches, This is also true...

It would be great to have a way of seeing who is currently logged into the system. I regularly have to open closed period to post journals etc but don't want anything else posting while the periods are open. I currently have to guess who might be ...

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.

I'd like the ability to be able to export all the module permissions by security profile. I know we can go to Control Panel > Modules & Programmes and expanding the module groups and by clicking on a module, you can select "Edit Module Perm...

When using Manage Records, it would be useful to be able to filter the rewards by Teacher name/initials as well as student name. I know you can do this in reports but if you need to amend an award, the teacher filter would make this much easier.

When an invoice is sent the invoice and accompanying email should be attached to the fee billing record of that pupil. You can then easily go into a pupil account in ISAMS Fee Billing and see what invoices were sent, when they were sent and what e...

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...

"Leaving Date" should be included in the Current Students Batch method since this field is commonly used by schools to plan for current students that are leaving soon (i.e. already have a leaving date).

One of the iSams drives is full and on invesitgation we've found really old data in the SchoolReports folder which totals 50Gb. Have been told it's not possible to delete these, but this goes against GDPR. If we were to receive a request from a pa...