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PINNED 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 ...
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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Add a field to employee departments data that indicates the order that they appear within iSAMS

You can order the departments of an employee in iSAMS. Customers would like us to extract this order when pulling iSAMS employee departments.
Guest about 2 years ago in iSAMS / REST API 0 In Discovery

Customer Statement in iSAMS Parent Portal to show all transactions

The customer statement in iSAMS parent portal only shows outstanding transactions from iFinance. However, most parents would like to see all their spending and payments in their statement. This has led us to not be able to allocate payments at all...
Guest about 1 year ago in iSAMS / Parent Portal 0 In Discovery

"Add to Set" to include a set count

A student needs to be added to a set with the minimum set count. Year 10 options the lowest of two Geography classes or Alevel Maths but there are three classes running and so on.... I add all possible set and remove the largest ones, or I go and ...
Guest about 4 years ago in iSAMS / Teaching Manager 0 Good Feature

Link siblings of pupils who have different moms or dads

Currently, with the siblings pupils having same dad but different moms or against, we cannot link them as siblings and we have to choose to link pupils onto the same dad/same mom contacts instead and those same dad/same mom contacts becomes the pr...
Guest over 6 years ago in iSAMS / Student Manager 0 In Discovery

Save amendments automatically

It would be great if amendments anywhere on a student's record could be automatically saved without having to press 'save', or alternatively if a reminder that navigating away from a page before a change has been saved will result in this data bei...
Guest about 1 year ago in iSAMS / Student Profiles 0 Good Feature

Automatically Update Username in Parent Portal when Contact email address is changed

When a parent email address is updated in Pupil Manager, please could thier username in Parent Portal also be updated as we currently have to do this manually at the moment.
Guest about 3 years ago in iSAMS / Parent Portal 0 In Discovery

need to put expiry date and Manufacturer details for medication stock and inventory

we need to put expiry date and Manufacturer details for medication stock and inventory. Sometimes it's a requirement from govt. , sometimes it's required for us in order to take some some decesion based on analytics.
Guest over 6 years ago in iSAMS / Medical Centre 0 Good Feature

Have update email up date or add to their iSAMS contact details.

A Parent Portal user can change their email under Account Options so that their login changes, but this doesn't affect any other record of their email. This makes their contact details out of sync with the Parent Portal and parents think they are ...
Guest about 5 years ago in iSAMS / Parent Portal 0 Later

Notes

We are currently seeking to transition to a paperless approach with respect to our admissions process. Presently, we manually enter applicant information from our website application form into iSAMS. We are nearing the final stages of completing o...
Guest about 2 years ago in iSAMS / Admissions Portal 0 In Discovery

Ability to add labels to trusted network IPs

As part of a review of our GDPR compliance in iSAMS, it has become apparent that the Trusted Networks list for 2FA would be much enhanced by adding the ability to label each entry. It is remarkably difficult to audit this list when it is literally...
Guest over 5 years ago in iSAMS / Control Panel 0 In Discovery