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PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
PINNED 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, ...

Ideas

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Supplier invoice processed through APInbox with incorrect currency

We process supplier invoices through the APInbox however sometimes they come through with the incorrect currency and this causes our Bank not to balance. Please can you fix this error.
Guest 10 months ago in iSAMS / iFinance 0 Awaiting Review

Move around Homepage Features

We would like to move the Daily Bulletin to the top, as we plan to add important notices for each year group there.
Guest about 1 year ago in iSAMS / Parent Portal 0 In Discovery

Add a status flag in the R&C window > Manage Records for Resolved Status

For Rewards / Conduct that make use of the 'Use Resolved' option, this status should be displayed as a flag / traffic light / description of action taken within the main R & C window so staff can manage and review the records they need to each...
Guest over 2 years ago in iSAMS / Reward & Conduct Manager 0 Good Feature

Electronic forms - date field

when you create and electronic form and use the date field, for any date ie dob, date of transport, date of signing the form, the year starts at 1923! Obviously we don't select 1923 often, could the years available be revised please?
Guest about 2 years ago in iSAMS / Parent Portal 0 Good Feature

Debit note entry

Can we have the same function that allows you to see an attached item when entering a Debit note, as we have when entering a n Invoice
Guest 10 months ago in iSAMS / iFinance 0 Awaiting Review

Suspended Lesson Indicator Displayed in Timetables

It would be very helpful if suspended lessons e.g. we suspend a whole subject in Yr 13 for the Summer Term, could have some sort of indicator/flag/text displayed when viewing teacher/pupil/set etc timetables to allow users to see that particular l...
Guest over 1 year ago in iSAMS / Timetable Manager 0 Good Feature

All data to be newest first

invoices and SMS are listed oldest first, reports and emails newest first. All of these should be newest first as parents will normally be interested in the latest info.
Guest 5 months ago in iSAMS / Parent Portal 0 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 10 months ago in iSAMS / iFinance 0 Awaiting Review

Can we have the ability to archive rejected or withdrawn admissions but still have access to them for reporting purposes.

I would like the option to be able to archive Rejected or Withdrawn admissions so that they do not show up when looking at all students but are specifically available when wanting to report on Archived Admissions.
Guest about 2 years ago in iSAMS / Admissions Portal 0 In Discovery

Add SMS Wizard to Admissions Manager and to Applicant tab in Student Manager

It would be very useful if SMS Wizard was available in Admissions Manager and on the Applicants tab of Student Manager. The workaround of ticking 'include applicants' when on the Current Students tab is very longwinded and more open to potential e...
Guest 10 months ago in iSAMS / Admissions Manager 0 In Discovery