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Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...
Guest 5 months ago in iFinance 0 Awaiting Review

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...
Guest 5 months ago in iFinance 0 Awaiting Review

IMPORT Set NAME in the same template as CODE so they can be different

ALL you need is another column called SET NAME in the import template. It's an excel spreadsheet... A code is NOT a name. This should be very simple to action, the fields are in the same place and negates the need to auto populate the code. IF a s...
Guest 8 months ago in Timetable Manager 0 In Discovery

Student Registers - Allow "And/Or" Search Function not just "And"

RE: Student Registers Pupil Registers Search function is very useful, however it is limiting, for example please could you add and search function of AND and OR. Currently it is just "AND" which means when search, for example scholars who have an ...
Guest 6 months ago in Student Registers 2 Good Feature

Email wizard, enable user to go back a step without losing email text

When contacting teachers through the wizard, once you have gone to the step of seeing the contacts, you can't get back to amend the message without losing it all. Please could this be changed so that you can go back a step without losing the work ...
Guest 5 months ago in Student Profiles 0 Good Feature

Order User Groups Alphabetically in Pupil Manager

In the Security Options for Pupil Manager, it would be really helpful to see User Groups ordered by name, rather than the current ordering which makes it extremely difficult to locate groups for editing, or to quickly identify whether a group need...
Guest 5 months ago in Student Manager 0 Awaiting Review

Manually add exam duration in External Exams Manager

Some external assessments eg BTEC Level 3 Nationals external units do not have the date, time and duration on the exam board base data as they are centre timetabled (within a window). I can add the date and start time manually in the Programme Tim...
Guest 5 months ago in External Exams Manager 0 In Discovery

Ability to Edit Parent Notification Email Template

For schools who use the 'send parent notification' function within the period view in the registration module it would be useful to be able to edit the template content. At present, the email is quite generic and we'd like to be able to include a ...
Guest 11 months ago in Registration Manager 2 In Discovery

Allow Life Event notifications to be sent to all Pupil's Teachers

We have been using Wellbeing Manager for a couple of years now. In the main it has been well received by our safeguarding team and teachers. One of the biggest frustrations however is that Life Event notifications / reminders cannot be set up to b...
Guest over 1 year ago in Wellbeing Manager 0 Good Feature

AP invoice box - see which invoice are entered via the AP invoice box

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...
Guest 8 months ago in iFinance 0 Good Feature