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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...
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 - Additional Budget Datasets

To enhance budgeting flexibility and scenario planning for Additional Budget Datasets in AccountsIQ. Currently, users can record only a Budget and Revised Budget, but with this new feature, finance teams will be able to create and manage multiple ...
Guest 13 days ago in iSAMS / iFinance 0 In Discovery

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...
Guest 13 days ago in iSAMS / iFinance 0 In Discovery

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 22 days ago in iSAMS / Report Printing 0 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 14 days ago in iSAMS / Student Manager 3

Bulk upload of documents to Student Manager

Ability to bulk upload documents to the student portal. The functionality that allows this in the Parent Portal by naming documents with the student ID and student name is very useful. This functionality is also needed in the Student Manager so th...
Guest 9 months ago in iSAMS / Student Manager / Student Portal 0 Good Feature

Do not delete staff gender record automatically

A staff member has recently been awarded a PhD. I changed the title from Mr to Dr in HR manager, and it reset the gender to unknown without any kind of prompt or warning message. This doesn't really seem in keeping with GDPR because it's an inappr...
Guest 15 days ago in iSAMS / HR Manager 1 Awaiting Review

Ability to add NC Year below n-2

We are opening a nursey and already have a Kindergarten and we need to be able to allocate NC year below n-2 and allocate years to more than one intake and have it correctly pull through on roll-over without using the deceleration tool.
Guest 15 days ago in iSAMS / School Manager 0 Awaiting Review

Mark Staff and Students Former once Leaving Date has passed

Technically this request can be applied to students and staff, but it's more important for staff due to their access to data and iSAMS role as a source of truth for other systems. When a staff account has a leaving date entered, I do not see a goo...
Guest 15 days ago in iSAMS / HR Manager 0 Awaiting Review

‘Preferred Name’ added for Parents - shown on Student Contacts page

Add 'Preferred Name' for parents for better school-family communication experience; Make parents' Preferred Name shown on student's Contacts page for easy checking.
Guest about 1 month ago in iSAMS / Student Manager 0 Awaiting Review

The ability to add flags to the Gifted & Talented register, similar to the functionality available on the SEN register.

It would be helpful to have the option to add flags on the Gifted & Talented (G&T) register, similar to how flags can be added on the SEN register. This would allow schools to easily identify, track, and filter Gifted &Talented student...
Guest about 2 months ago in iSAMS / Student Registers 0 Awaiting Review