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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
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...

Ideas

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Gathering Feedback - Approval on Journals

We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
Guest 11 days ago in iSAMS / iFinance 0 In Discovery

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...
Guest 11 days ago in iSAMS / iFinance 0 In Discovery

Ability to disable non-SSO sign in functionality when SSO is enabled

When SSO is in use, there should be an option to disable the non SSO login option to reduce confusion and increase security
Guest 18 days ago in iSAMS / iFinance 1 Awaiting Review

Able to delete reports in Assessments and Reports tab

Love the new Assessments and Reports Tab 🤩 Would that be an option to delete the reports? There are times when amendments are made to the reports after they were first published in Manage Run > Portal Publishing. Then another publish was perfor...
Guest 12 days ago in iSAMS / Student Manager 3

To re order the list of Routines

It would be helpful to be able to re order our routines under the Manage Routines tab in Portal Publishing. Currently they just seem to come up in the order they were created and as we have quite a few it would be helpful and tidier if we could gr...
Guest 20 days ago in iSAMS / Report Printing 0 Awaiting Review

Aged debtors report

It is necessary to have contact details on Aged debtors report, pupils year group, status current/leaver and notes.
Guest 5 days ago in iSAMS / Reports Manager 0 Awaiting Review

Custom Fields - Ability to move sections and/or ability to make out of use

We would like to be able to move a custom filed to another section to re-organise the entry and to make custom fields not in use so that the data is there but are now being collected in a different way.
Guest 5 days ago in iSAMS / Student Manager 0 Awaiting Review

Ability to Duplicate a Teaching Set

Currently, there is no option in iSAMS to duplicate or copy an existing Teaching Set. This would be extremely useful in situations where a new set needs to be created with the same students, but under a different name or subject. At present, the o...
Guest 5 days ago in iSAMS / Teaching Manager 0 Awaiting Review

Import invoices into iSams from SAGE

We would like to be able to issue invoices through our parent portal (we use My School Portal). We generate our invoices in SAGE and had enquired as to whether there was a way the invoices could be imported into iSams from SAGE, so they could then...
Guest 5 days ago in iSAMS / Fee Billing 0 Awaiting Review

Expand "Administer Medication" to also cover giving out Inventory items

When we give out Ice Packs, we can't log them in the same way that we can medication. There is "Reduce Stock" which covers both Medication and Inventory items, which is more for disposing of stock rather than handing out to a pupil/staff, and woul...
Guest 5 days ago in iSAMS / Medical Centre 0 Awaiting Review