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Auto posting of PL invoices

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.
Guest 15 days ago in iFinance 0 Awaiting Review

functionality to archive applicants from addmisions module that have withdraw their application

I would like to be able to archive children who are no longer joining the school but cannot just delete them as invoices have been created for their deposits and we need to have access in case of an enquiry. At present there is no functionality to...
Guest 16 days ago in Administration 0 Awaiting Review

Show Pupil Photo when writing academic reports

Staff have asked me if they can see the pupil's photo at the time they are writing their academic reports. This is very useful and was something they had in their previous MIS
Guest 16 days ago in Reports Wizard 1

Ability to Email Pupils and their Contacts in one email quoting all names

When emailing both pupils & contacts in the same email and using Parents Letter Salutation and Pupils Forename it works for the parents but not the pupils. Parents = Dear Mr & Mrs Smith and JohnPupil = Dear John and The AI Help Desk has sa...
Guest 16 days ago in Student Manager 0 Awaiting Review

AP - Admin functionality to change Supplier after PO has been approved

We have created a supplier on our system called credit card orders to cover the one off purchases on the credit card. We have come across a number of instances where the suppliers payment method in the purchase order (PO) is different from the inv...
Guest about 1 month ago in iFinance 0 Awaiting Review

Notes/reasons on Dashboard "Create Leave Request"

On the Parent Portal, if parents “Create Leave Request” from the Dashboard they can select a reason but they are not given the option to give “notes” aka additional explanation for the absence. However, if they choose Communication > Absence Re...
Guest 3 months ago in Parent Portal 0 Awaiting Review

parent portal - data protection consents - without change notifications to school admin we are risking GDPR breaches

When a parent changes eg photo consent Y/N directly from the parent portal there should be an alert email to school to notify a change has occurred. at present the change goes directly to Data Protection module but school will never know. A studen...
Guest 3 months ago in Parent Portal 1 Good Feature

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 8 months ago in iFinance 1 Awaiting Review

contact details export to combine multiple contact details in columns with only one row per student

Currently the exports brings each contact details in separate rows but attached to the same student. Would be good to have one row per student with primary contacts, secondary contacts etc. by columns.
Guest 17 days ago in Student Manager 0 Awaiting Review

Add Parent email address as search field Admissions Manager

Sometimes parents email and we do not know who they are when they don't reference student names
Guest 17 days ago in Admissions Manager 4 Awaiting Review