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SUBMIT IDEA

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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...

Ideas

Showing 2779 of 2779

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Guest 9 months ago in iFinance 0 Awaiting Review

Medical documents

Documents uploaded to Student/Admission Manager under the category 'Medical Documents' should also be visible in the Medical Centre module under Documents.
Guest 9 months ago in Medical Centre 1

Relationship to applicant values list should not contain all contact types

Our list of pupil contact types includes things like family friend, housekeeper and trust. These are not appropriate to have shown in the list of values for relationship to child when someone is completing a registration. Ideally we would have a d...
Guest over 6 years ago in Admissions Portal 3 Later

Enable tracking against baseline grades

We would be like to be able to display red, amber, green styles in tracking model columns linked to baseline grades. For example, if a pupil's baseline grade is 7, and their termly grade is 8 = green. Although it's possible to set style objects ac...
Alice Mount 9 months ago in Tracking Manager 0 Good Feature

A way to run Lost Property in School

To tell pupils what un-named items have been handed in to Lost Property To allow pupils to tell Lost Property what they have lost
Guest about 1 year ago in Student Manager 1

Filter Reward and Conduct report by Pastoral Tutor

In the reports section of the Reward and Conduct module, I want to be able to filter students by Pastoral Tutor. At the moment I can filter by teacher, year group, house and form within the pupil groups section. Please add Pastoral Tutor to this. ...
Guest almost 2 years ago in Reward & Conduct Manager 0 Good Feature

Include Parent/Student identifier in the Responses of an electronic form

In order to more easily use the parent responses to electronic forms, it would be great if all responses included the Family ID or Student/School ID in the form output. The parent name is known, so this information should be readily available, and...
Guest almost 2 years ago in Parent Portal 0 In Discovery

Alumni Manager

Allow the Former Students section in Student Manager to be used as an Alumni Manager database.
Guest over 1 year ago in Student Manager 0 Good Feature

Automated discounts

It would be useful to make a note of the different discounts that are offered to pupils which can then be automatically applied to fee bills once raised. The discounts would need to be separately noted eg % for a bursary, % for a scholarship, % fo...
Guest 5 months ago in Fee Billing 2 Already Present

Could Portal maintenance message

Ability to edit the default message when the cloud portal is disabled: "The portal [PORTAL_NAME] has been disabled. Please contact the Admissions Team directly." In the previous Parent Portal Manager, under Configuration > Maintenance Options &...
Guest 5 months ago in Parent Portal 0