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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

Ideas

Showing 2766 of 2766

AP - Purchase orders - Add Field to allow indication of order being placed

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...
Tim Chan about 1 month ago in iFinance 0 Awaiting Review

'Divorce' button to easily split parents to 2 records

Its a bit of a phaff to separate parents as we have to and would be so much easier & quicker to be able to simply press a button which automatically splits the 2 records into 2 and records a note to say separated/divorced. To make it even more...
Guest 3 months ago in Student Manager 1 Later

Dashboard - Register Absent tab- Sorting by Student Year

On the dashboard, the Register Absent tab is sorted by surname and the table does not allow sorting so teachers can't view students in their year group who are absent. Is it possible to sort the list by year group, and by form instead of by name, ...
Guest 22 days ago in Academic 1 Awaiting Review

Customer/Supplier Transaction Default Filter to All Transactions

The ability to change the default filter when viewing customer or supplier transactions to All Transactions rather than Outstanding Transactions.
Guest 22 days ago in iFinance 0 Awaiting Review

Invigilation, adhoc duties etc - Make it a quick add

We would benefit from a quick add option in the cover module. I would have the opportunity to create an "absence" add a name and the time required. It would be great for invigilation and random duties we need to cover. It would generate a cover sl...
Guest 6 months ago in Cover Manager 0 Awaiting Review

Student Manager Search Results - allow for individual user preference to set to P/S - ALL by default

iSAMS recently made a change to limit the default search results so that it did not always display "P/S - ALL", which we find the most frustrating change. We appreciate that we can change this as we need it, but it doesn't store that as a preferen...
Guest over 1 year ago in Student Manager 7 Now

Pupil profile photo to be included in the detention list and registers

It would be very helpful if the pupil's profile photo could be included in the "View detentions" and "manage detentions" tabs in Discipline manager. Staff taking the detentions may not be familiar with all the pupils, especially at the start of th...
Guest about 1 month ago in Discipline Manager 1 Awaiting Review

Import pupil list into Custom Group

It would be useful if we could copy and paste a list of names to create a Custom Group rather than picking the names. Sometimes we have to create large groups from a spreadsheet exported from a MS Form or other system, and it would be useful to ha...
Guest 2 months ago in Student Manager 0 Awaiting Review

Search Function Is Inconsistent

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...
Guest about 1 month ago in iFinance 0 Awaiting Review

Add ability to combine classes in cover manager

Frequently when cover is required due to part of a year group being out on a trip, we may combine classes. We couldn’t find an obvious way of combining classes and notifying teachers that this has happened. We found that we could get the same memb...
Guest about 2 months ago in Cover Manager 0 Awaiting Review