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SUBMIT IDEA

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Add Visa data to Batch API endpoint

Passport data is available but visa data isn't. This is anomalous. REST API is an additional cost. (Because it is designed for third parties?) Batch API can be used in school to extract data internally.
Guest 6 months ago in Batch API 4

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest about 1 year ago in iFinance 0 In Discovery

Removing Specific Sets from Reporting Cycles

It would be more useful to be able to exclude individual sets from report cycles if they are not needed. This would make it easier for staff as they would only see the ones that they actually need to write, and also for admin to keep check on whic...
Guest over 1 year ago in Reports Wizard 0 In Discovery

Seating plans for all lessons, similar to external exams manager

Allow teachers to create seating plans for lessons with pictures and possibly SEN/medical notes. Useful for cover teachers, new staff and teaching assistants.
Guest 10 months ago in Teaching Manager 0 In Discovery

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 about 2 months ago in Fee Billing 0 Awaiting Review

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 about 2 months ago in Parent Portal 0 Awaiting Review

Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...
Guest about 2 months ago in Fee Billing 0 Awaiting Review

Journal Approval

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.
Guest 10 months ago in iFinance 0 In Discovery

Force 2-factor Authentication

At the moment users can deactivate 2-factor authentication which goes against the grain of a company trying to secure their data. Please allow the Administrator to force 2-factor authentication on its users.
Guest over 1 year ago in iFinance 1 In Discovery

Tweaks to some of the page layouts

It would be very useful if, on the new Cloud Parent Portal, we were able to make small tweaks to customise it for our school. Example 1 - on the Dashboard page after logging on there are widgets for the children showing attendance, timetable and d...
Guest about 1 year ago in Parent Portal 1 In Discovery