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Visits - adding additional guests to visits

We are finding more and more that parents want to bring siblings and grandparents along to open mornings but there is no where on the applicant record that you can add these additional guests. The only way you can do this is via a note on the even...
Guest about 3 years ago in Admissions Manager 0 In Discovery

Filter Calendar By Divisions

On the desktop, there is still no option for the calendar to filter by division. This means that by default, everyone sees the calendar events for all three divisions, which can be very confusing (for instance, both the Prep and Senior schools hav...
Guest over 16 years ago in Calendar Manager 1 Good Feature

Reopen closed periods with limited user access

Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Guest over 1 year ago in iFinance 1 Awaiting Review

Ability to choose default tax code for invoices through AP inbox

At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Guest over 1 year ago in iFinance 1 Awaiting Review

date of address change

when parents submit a contact update form, could there be a field they have to complete saying when the change applies from
Guest over 4 years ago in Parent Portal 0 In Discovery

Ordering of Activity Groups on Parent Portal

At the moment, when Activity Manager groups are shared on the Parent Portal, the groups are ordered by group name. Groups are listed by category, so the order of the categories will vary from parent to parent depending upon exactly which groups th...
Guest about 3 years ago in Parent Portal 0 Good Feature

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest over 1 year ago in iFinance 1 Awaiting Review

Categories for Registers

I can see that we could potentially end up with a large number of registers. When setting up custom groups in Pupil Manager, we can place custom groups within categories. This is very helpful when you have access to a large number of groups. It wo...
Guest over 4 years ago in Student Registers 1 In Discovery

Is it possible to restrict access to specific pupils so for example a tutor can only see their tutee information?

We are able to restrict access to pupil information to specific groups of staff, but once in this group these staff can see all pupils in school. It would be good to be able to restrict access to specific pupils so for example a tutor could only s...
Guest over 7 years ago in Student Manager 0 In Discovery

Is there a way that you can add an extra field in the 'Parental Consent' area of Medical Centre that allows us to record which parent it was

Is there a way that you can add an extra field in the 'Parental Consent' area of Medical Centre that allows us to record which parent it was who have the consent?This is an issue we regularly have with separated parents.
Guest about 9 years ago in Medical Centre 0 Good Feature