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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 - Foreign Currency (FX) Journals
Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...

Ideas

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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
216 VOTE

Schedule sending in email wizard

When using the email wizard in student manager, I want to be able to set emails to send at a certain date and time. Often emails need to be sent at a specific date and time, but I want to be able to write them ahead of time as I'm not always avail...
Guest over 1 year ago in iSAMS / Student Manager 19 In Discovery

Make a Register Change in Advance

Currently, if a pupil is going to change class from a particular date in the future, you can't make this change in advance and set it to change from a specific date. For example, a pupil is moving up from "Maths Set 2" to "Maths Set 1" from the fi...
Guest about 1 month ago in iSAMS / Teaching Manager 1 Awaiting Review

Registration Deposits

As finance I see deposits and registration fees coming in to the bank. I match these to the students in fee billing and log each in the deposit section. Admissions are the people who initiate the requests for money so they need to be able to see i...
Guest 4 days ago in iSAMS / Student Manager 0 Awaiting Review

On failed login, provide indication of remaining attempts until account is locked

We have some parents who regularly lock themselves out of the Parent Portal. Please could users been shown a message on a failed login to say how quickly their account could be logged. I've included a screenshot from the TES MyConcern login page w...
Guest 4 days ago in iSAMS / Portals 0 In Discovery

Parent Portal - selecting what parents can see

On our current parent portal we can limit parents on what they can or cannot see, on the new Cloud Portal we see there are a lot of headings.Is there a way of not showing options that we have disabled? Also is there a way of only selecting differe...
Guest 4 days ago in iSAMS / Parent Portal 0 Awaiting Review

Medical Centre - Stock levels per location?

Currently we can set the minimum stock levels for medication/inventory held at school as a whole, but we can't specify minimum levels of medication/inventory for each of the locations - we wouldn't know if a particular location is running low of s...
Guest 4 days ago in iSAMS / Medical Centre 0 Awaiting Review

Detentions history

I have enabled "Discipline" in our options for Parent Portal and can see that they can view Detentions which is fine. As currently it lists all historic data from when we first used iSAMS in 2022. Is there a way of limiting history of data shown f...
Guest 4 days ago in iSAMS / Parent Portal 0 Awaiting Review

Medical Centre Locations - Link in with Control Panel "Manage Buildings and Classrooms"

Rather than having a separate "Location" list in the Medical Centre, could we manage the Locations via the Estate Manager module, where Buildings and Classrooms are already managed? This would be a single place within iSAMS to manage rooms/locatio...
Guest 4 days ago in iSAMS / Medical Centre 0 Awaiting Review

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest 4 days ago in iSAMS / iFinance 0 Awaiting Review