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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...
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...

Ideas

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Contacts (Advanced) Batch API add ability to filter for different MailMerge flags.

Currently one of our suppliers takes pupil and their contact details using the Batch APIs. However we would like to only include addresses of any type that have all mail merge or correspondence mail merge flags set. They provide the option to set ...
Guest over 1 year ago in iSAMS / Batch API 0 In Discovery

Option to override auto-capitalisation of surname for Applicants

Please could you make it possible to override the auto-capitalisation of the first letter in the surname field on Applicants? It appears to be possible to do this for current pupils, but not while they are applicants. We currently have several Ger...
Guest over 1 year ago in iSAMS / Admissions Manager 1 Good Feature

Adding logos and letterhead formatting to letter templates

I would like to add logos and correct letterhead formatting and footers to our letter templates so we can merge them and print them straight from isams. I understand this isn't currently possible so please can you consider adding this functionality?
Guest over 2 years ago in iSAMS / Admissions Manager 0 In Discovery

Date warning for API invoices when transaction date is in period already closed

iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
Guest 10 months ago in iSAMS / iFinance 0 Awaiting Review

Parent Portal Create Account Design Issue

We are running the Parent Portal this year and there has been so much confusion amongst parents trying to create portal accounts despite detailed screenshot instructions. After parents receive the registration emails to create a portal account the...
Guest over 1 year ago in iSAMS / Parent Portal 2 In Discovery

Prevent Block student to be registered

Hello As per our school policy every year we have block list students which be listed by school management, and these students informed that they can' t register in our school for next academic year , but usually we update these list in System to ...
Guest over 2 years ago in iSAMS / Student Manager 0 In Discovery

Ability to change column width within Business Intelligence Setup page

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?
Guest over 2 years ago in iSAMS / iFinance 0 Good Feature

User Notifications additional fields

It would be good if fields entered on the enquiry form could be selected to alert on the User Notification emails
Guest over 2 years ago in iSAMS / Admissions Manager 0 In Discovery

iCAL Format for Timetables (exporting all in one zip file)

Currently it is only possible to export to zip file 100 student timetables at a time, it would be more helpful to be able to select 'page size all' and to be able to export all student timetables in iCAL format into one zip file.
Guest over 2 years ago in iSAMS / Timetable Manager 0 In Discovery

Support for Shared Datasets

Shared Datasets are not supported with cloud hosted iSAMS https://support.isams.com/hc/en-us/articles/115013288408-Shared-Data-Set-Not-Supported The SQL Server and Reporting Services used in the cloud platform are version 2016. SQL Reporting Servi...
Guest about 5 years ago in iSAMS / Analytics & Insights 0 In Discovery