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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
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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Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.
Guest 11 months ago in iSAMS / iFinance 0 Awaiting Review

Personal Custom Groups Should be Available in Student Registers

When custom groups are created in the Admissions Manager module or Pupil Manager they can be created as private to the user or shared (with or without editing abilities) with other users. The Student Registers module allows you to search by custom...
Guest 7 months ago in iSAMS / Student Registers 1 Already Present

Allow a future day structure to be created that becomes operational when the admin rollover is completed

Day and period structure can change year to year. Importing a new timetable for the next academic year is not possible without the correct day structure and it makes publishing the new timetable to staff more difficult before the end of the summer...
Guest 7 months ago in iSAMS / Timetable Manager 1 Good Feature

Enable more fields in REST API

Currently it is frustrating to use the REST API, only to find that the field we are looking to review / update is not an available end point. Can you look into making it consistent which fields are available in the same screen. For example, in the...
Guest over 1 year ago in iSAMS / REST API 1 In Discovery

New VAT drop down in Bank Feed

HI I think it would be useful in the bank feed that if you have not chosen a VAT code it does not let you process the transaction until you have, as this is a new function for most of us it would elimate the possiblitly of matching a bank payment ...
Guest 7 months ago in iSAMS / iFinance 0 Awaiting Review

Toggle/turn off: <Send account E-Mail> when making changes to users in the Control Panel

A way to Toggle/Turn off: when making changes to users in the Control Panel, I have never wanted this option outside of password changes, which is does regardless of this pop-up, and I can't envision ever needing it (I would much rather manually e...
Guest about 2 years ago in iSAMS / Control Panel 0 In Discovery

Bulk Change <User Group>, <Security Group>, and <User Type>

I find it a bit odd that I can make changes to all other aside from: This make it incredibly tedious when you need to move people into a user/security group.For example: with the recent Medical Centre/Health Records changes we've created a new Sec...
Guest about 2 years ago in iSAMS / Control Panel 2 Good Feature

Search parent account by their email account

it is not easy to find a parent account in User Accounts ,it must to check parents name to find parents user account,is it possible to search parent email account to find parents account?
Guest about 3 years ago in iSAMS / Control Panel 2 Good Feature

Register by set where the set has a mix of year groups e.g. years 7 and 8 (vertical groups are only allowed in forms)

We have classes set according to ability across two year groups e.g. Top Set Maths from a mix 7 and 8. After seeking support we discovered that only forms can be mixed across year groups. You are able to create sets in teacher manager across multi...
Guest about 2 years ago in iSAMS / Registration Manager 0 In Discovery

Amend list of exam arrangement options

We would like the ability to amend the list of available options for exam arrangements.
Guest almost 2 years ago in iSAMS / External Exams Manager 2 Now