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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...
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, ...

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Emails sent by the pupil manager can be viewed in Commucation

We can view communication history in the pupils manager module, and we hoped that this feature would be integrated into the parent portal, so that parents could also see the communication history when they checked the information of each child.
Guest almost 2 years ago in Parent Portal 0 In Discovery

Add option to default to correspondence contact type in Email Wizard

Can there be a way to set the default contact type in the Email wizard to correspondence like the older Create Email wizard? Too many teachers are still forgetting to tick the correspondence tick box in contact type when sending emails to tutee pa...
Guest 6 months ago in Student Manager 0 Good Feature

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 12 months ago in iFinance 0 Awaiting Review

Hard Limit not Enforced for character limit

We have found that the hard character limit defined in a report template for Comments is only enforced when the individual report status is set to "Complete". When a report is at an earlier status, the character limit is only advisory. In our opin...
Guest almost 2 years ago in Reports Wizard 0 In Discovery

Remove report cycle view for parents when their child is not receiving a report.

We have recently published the School reports to the parent portal and for those students with outstanding fees, we have deleted the student reports from the window of published files in the Report Printing module.But when parents login to their p...
Guest almost 3 years ago in Parent Portal 1 In Discovery

Room Swaps

We cannot currently do a room swap because presently a closed room cannot be re-roomed into. If closed rooms went into the scheduled list, for example, this would be possible.
Guest almost 3 years ago in Cover Manager 1 In Discovery

Add Medical Flags to display for Applicants

It would be extremely helpful to have Medical Flags displayed in the Admissions Module for Applicants. All prospective applicants come to the School for a taster day and we need to know if they have any medical issues.
Guest almost 3 years ago in Admissions Manager 0 In Discovery

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest 12 months ago in iFinance 0 Awaiting Review

Pupil photo to be shown on Admissions Manager module

Currently, student photos are visible in the Student Manager module, but are not visible in the Admissions Manager module. It would be useful to see the photo in the Applicants section, Applicant Details tab (In much the same way it is visible in ...
Guest almost 2 years ago in Admissions Manager 1 In Discovery

Ability to delete direct debit schedule, amend invoices and recreate schedule

Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...
Guest almost 4 years ago in Fee Billing 0 Later