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Sandbox Ideas

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iSAMS / Ed:gen

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Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest 5 months ago in iFinance 0 Awaiting Review

Add Golden Footprint in Pupil Profiles

Could the Golden Footprint feature be added to Pupil Profiles after a search by school structure/SEN/academic structure please. Without it, we need to do more clicking to go back to the same page pupil by pupil.
Guest 2 months ago in Student Profiles 0 Awaiting Review

Select more than one visit type in Medical Centre

Students sometimes visit the infirmary due to allergies, pain, and/or itching. Currently, nurses are required to select only one visit type and one medication for each sympton the student has. If they could select multiple options for each categor...
Guest 24 days ago in Medical Centre 1 Awaiting Review

Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest about 1 month ago in iFinance 0 Awaiting Review

Exam Cycle display name to be more meaningful on the Parent Cloud

The Exam Cycle display name c urrently appears as dates, such as ‘July 2025’ x 5 times. Can this be changed on the portal so it shows the board number or name as well as the date, therefore it doesn't appear on glance as duplicate cycles.
Guest 2 months ago in Parent Portal 0 Awaiting Review

Brought Forward Balances required on General Ledger Accounts

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...
Guest 4 months ago in iFinance 0 Awaiting Review

Commas to denote thousands in numbers; when inputting numbers

I believe everyone would benefit (when inputting into the system), from numbers formatted with commas to denote thousand. For example, two million, iFinance currently displays 2000000.00; it would be easier to read if the number was displayed as 2...
Guest about 2 months ago in iFinance 0 Awaiting Review

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 28 days ago in iFinance 1 Awaiting Review

Control the way teacher names are displayed in Cloud Portal timetable view

In the Parent Portal, teacher names were displayed as School Salutation (Mr Happy) whereas Cloud Portal is displaying the teacher's Full Name (Stephen Archibald Happy). We do not want parents to see teachers' full names, we want to have the abilit...
Guest about 2 months ago in Parent Portal 2 Awaiting Review

Description column to be wider in Discipline Manager

The offence description column to be wider in Discipline Manager (we renamed to Detention Manager). Having is narrow when there is more free space makes it cumbersome to use. Being able to set size globally would be helpful
Guest about 2 months ago in Discipline Manager 2 Awaiting Review