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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 - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...

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historical audit data of who changed the set up of the VAT rates

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc
Guest 4 months ago in iFinance 0 Awaiting Review

New VAT drop down in Bank Feed

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...
Guest 7 months ago in iFinance 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 11 months ago in iFinance 0 Awaiting Review

Email Wizard

We would hugely benefit from the ability to use a schedule sent function in pupil manager and the email wizard. When school is closed in the holidays it is often required that reminders go out to parents. It would also be useful for new starters a...
Guest over 2 years ago in Student Profiles 0 Good Feature

SEN Clickable option in SOCS

We use ISAMS and SOCS in conjunction. We are looking at ways in which extra-curricular and sports teams teachers can access both medical and AEN data. Medical information is available on SOCS teamsheets with a clickable button highlighting the iss...
Guest almost 2 years ago in Student Registers 0 Awaiting Review

Private Candidate - info to include an email address.

As title. Not having an email contact address for a private candidate means that their details are incomplete. A field for their photograph would also be advantageous.
Guest almost 3 years ago in External Exams Manager 0 Good Feature

Sort order of Fee cycles on Parent Portal for Invoices

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...
Guest 4 months ago in Fee Billing / Parent Portal 0 In Discovery

Enable more fields in REST API

Currently it is frustrating to use the REST API, only to find that the field we are looking to review / update is not an available end point. Can you look into making it consistent which fields are available in the same screen. For example, in the...
Guest over 1 year ago in REST API 1 In Discovery

Toggle/turn off: <Send account E-Mail> when making changes to users in the Control Panel

A way to Toggle/Turn off: when making changes to users in the Control Panel, I have never wanted this option outside of password changes, which is does regardless of this pop-up, and I can't envision ever needing it (I would much rather manually e...
Guest about 2 years ago in Control Panel 0 In Discovery

Bulk Change <User Group>, <Security Group>, and <User Type>

I find it a bit odd that I can make changes to all other aside from: This make it incredibly tedious when you need to move people into a user/security group.For example: with the recent Medical Centre/Health Records changes we've created a new Sec...
Guest about 2 years ago in Control Panel 2 Good Feature