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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 - 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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Could Portal maintenance message

Ability to edit the default message when the cloud portal is disabled: "The portal [PORTAL_NAME] has been disabled. Please contact the Admissions Team directly." In the previous Parent Portal Manager, under Configuration > Maintenance Options &...
Guest 4 months ago in iSAMS / Parent Portal 0

Bulk Post Invoices to Parent Portal

Currently, our finance team can only publish invoices to the Parent Portal one cycle at a time. This is a very time-consuming and manual process, especially when a parent has multiple invoices from different cycles. We would like to request a feat...
Guest 4 months ago in iSAMS / Fee Billing 1 Already Present

Default VAT codes on BankReceipts/Payments from the Automatic Bank Feeds

When posting direct from the bank feeds for a bank receipt /payment the VAT code has to be selected at the bottom from a dropdown list (which can be easily missed), can this be made a compulsory field to fill in or can the default VAT codes linked...
Guest 9 months ago in iSAMS / iFinance 0 Awaiting Review

Medical documents

Documents uploaded to Student/Admission Manager under the category 'Medical Documents' should also be visible in the Medical Centre module under Documents.
Guest 9 months ago in iSAMS / Medical Centre 1

Remove requirement for both a Cost Centre and Department

Currently fee billing is capable of processing charges against nominal accounts with no cost centre or department, or those with both a cost centre and department only, but not with only one. For iFinance users, this means you have to have BI code...
Guest over 4 years ago in iSAMS / Fee Billing 0 In Discovery

Workflow Action - Add to Student Registers

Currently the only action in Wellbeing Workflow is Create an Indicator, it would make the whole Wellbeing Workflow system much more flexible if the pupil in question could be added to an existing Student Register. e.g. Pupils who are persistently ...
Guest over 2 years ago in iSAMS / Wellbeing Manager 1 Good Feature

Enable tracking against baseline grades

We would be like to be able to display red, amber, green styles in tracking model columns linked to baseline grades. For example, if a pupil's baseline grade is 7, and their termly grade is 8 = green. Although it's possible to set style objects ac...
Guest 9 months ago in iSAMS / Tracking Manager 0 Good Feature

Add a filter for resolved/unresolved (Reward & Conduct)

At present, the only way to view whether a reward/sanction has been resolved is via edit (or using the report). It would be useful to be able to filter for resolved/unresolved, and/or an extra column could be added for this in Manage Records.
Guest over 1 year ago in iSAMS / Reward & Conduct Manager 1 Good Feature

Upload Document in Agent Manager

Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...
Guest over 1 year ago in iSAMS / Agent Manager 0 Good Feature

Dynamic visibility groups?

It would be nice to have a "dynamic" visibility group which includes all current teachers / tutors / housemasters etc of a pupil. So as pupils move through the years, their current teachers can view these types of wellbeing concern. Alternatively,...
Guest almost 6 years ago in iSAMS / Wellbeing Manager 3 Good Feature