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Query Builder in Pupil Registers

Having the ability to search within specific fields in Student Registers would be beneficial such as finding students with a specific type of 'Requirement'
Guest 3 months ago in Student Registers 0 Good Feature

Mail Merge and schedule emails.

We are constantly sending emails to multiple parents that require different information for a particular student. Doing a mail merge in Outlook is time-consuming because we first have to gather the data from iSAMS, transfer it to Excel, and then u...
Guest 3 months ago in Student Manager 3 Good Feature

Ability to re-order grading elements in report templates

Currently when you set up grading elements in a report template the order they appear is fixed based on the order they are created. It would be very useful to be able to re-order the elements based on how you need them to present in the report wiz...
Guest 5 months ago in Reports Manager 2 Good Feature

Customer Statement to show all transactions

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
Guest 5 months ago in iFinance 2 In Discovery

Bulk upload to Student Portal

The ability to bulk upload documents already exists in the Parent Portal and it is very useful. We would like the same functionality in the Student Portal so that we can upload student transcripts. At this point, parents can find transcripts on th...
Guest about 1 month ago in Student Portal 0 Awaiting Review

Change Personal Tutor field in Query Builder to user-friendly txt

We find it almost impossible to use Query Builder if we need to include Personal Tutor in the parameters as it lists the user code of the tutor records rather than their name. This makes some tasks far more time-consuming and fiddly than needed. T...
Guest about 1 month ago in Student Manager 0 Awaiting Review

Window with column options to move with the columns

When the tracking columns get further across the screen and you right click on a column to edit/delete etc, the window with this option cannot be seen. It is there but stuck right at the beginning of the columns so you have to scroll back to the f...
Guest 3 months ago in Tracking Manager 0 Awaiting Review

Allow negative values when posting lodgments from bank feed

When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
Guest 3 months ago in iFinance 0 Awaiting Review

To be able to add a new student to multiple teaching sets at the same time

If a new student arrives, we have to open the teaching sets and click on "add students" one by one. It would be easier if I could go to the student's profile somewhere and add a list of the sets she/he would join as we do it when importing sets at...
Guest over 1 year ago in Teaching Manager 2 Now

Ability to bulk update contact records

If the ability to bulk update pupil records exists, then there should also be an ability to bulk update contact records. Currently, schools have to painstakingly update contacts records individually which is very time consuming.
Guest 11 months ago in Student Manager 2 In Discovery