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Add Staff Initials to Dashboard Report for HOY

It would be really useful to display the HOY initials or staff name on the School Statistics and Reports widget on the Dashboard screen.
Guest 3 months ago in Communications 0 In Discovery

AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...
Guest 3 months ago in iFinance 0 Awaiting Review

Restricting iSAMS access to an IP Address

With the rise of Cyber Attacks on schools, during the Summer holiday we would like to restrict staff to only be able to access iSAMS from within the School, therefore, a predefined IP address. This will allow support staff, still at School, to acc...
Guest 3 months ago in Control Panel 0 Awaiting Review

Timestamp of when academic report was flagged

When our academic reports have been written they get checked by other staff, and occasionally some of them get flagged. Is it possible to see when a report got flagged? Either by the person who flagged it, and/or by the teacher who wrote the repor...
Guest 5 months ago in Reports Wizard 0 Good Feature

Email Log ability to view emails sent

We should be able to see each others email log and be able to open the email sent from the system
Guest 8 months ago in iFinance 1 Awaiting Review

Document preview window when entering debit notes

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Guest 8 months ago in iFinance 0 Awaiting Review

Ability to update Pupil contacts via the API

We have a separate front end where parents are able to update their contact and custom information. It would be great to be able to update this information via the API. We currently update this information using direct SQL queries.
Guest 8 months ago in REST API 1 In Discovery

Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest over 1 year ago in iFinance 0 In Discovery

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

Timetable - Allow days to have different number of periods

Some of our younger year groups have a different number of periods on some days of the week, and some of the timings vary between days. Whilst the School day is the same length each day, the structure can vary, e.g. Two half-hour lessons instead o...
Guest 8 months ago in Timetable Manager 0