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Ability to report on ALL custom fields regardless of the module

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.
Guest 10 months ago in Agent Manager 1 Awaiting Review

Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance

In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Guest 7 months ago in iFinance 0 Awaiting Review

Letter mail merge data field

To make Passport expiry dates, visa expiry dates available to be included in letter mail merge. Needed to create mail merge for standard letters to the MOE or parents.
Guest 5 months ago in Student Manager 0 Awaiting Review

Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.
Guest 7 months ago in iFinance 0 Awaiting Review

Allocate Subject Templates to Pupils in a custom group

We write ad hoc short term stay reports for a small group of students across multiple year groups who are leaving at the end of each term. Currently to set a report cycle for this, to avoid confusion for staff, I have to choose which students to e...
Guest 3 months ago in Reports Manager 0 Awaiting Review

Include Rejected Reason, Date and Note in Reports

In Pupil Manager -> Admissions -> Student -> Archive there are fields for Rejected Reason, date and note that are filled out by our Admissions Team. These are currently available in Export Wizard, is it possible for these to be added?
Guest 8 months ago in Student Manager 2 Awaiting Review

Date of latest communication and Enquiry Date on Landing page of applicant search beside each applicant name.

I have a query from the Admissions team of our school regarding the possibility of showing the date of latest communication and display of Enquiry Date by parents. The Admissions team need to see the last date on which any communication mail sent ...
Guest 3 months ago in Student Manager 0 Awaiting Review

Only allow one attendance code per pupil per session

It is possible to record conflicting attendance codes for a pupil for the same session and this affects reporting. It happens when an out of school record is created with a start date/time in the past. For example, a pupil not in registration is g...
Guest 8 months ago in Registration Manager 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 5 months ago in Student Manager 0 Awaiting Review

Can we have an automated registered date onto a pupil record (populated the day parents submit their forms)

The 'registered date' field currently needs to be populated manually ., however, as parents are completing an online iSAMS form which autopopulates their childs record, and is timestamped for the date that his submit, please can you develop this f...
Guest 3 months ago in Admissions Manager 0 Awaiting Review