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PINNED Gathering Feedback - GL Code Deactivation
We’re proposing a new feature that allows users to deactivate GL account codes, removing them from use in future transactions while retaining their historical data for reporting and audit integrity. Once deactivated, a GL code will no longer appea...
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...

Ideas

Showing 2776 of 2776

Blocking / Hiding reports access for certain staff

Hiding or blocking access to Report Wizard for certain staff members/teachers after a certain date.
Jenna Lennen-Rodriguez 14 days ago in Reports Wizard 0 Awaiting Review

Create separate Upper and Lower School statement sections and show the comment under each statement name to make the system clearer and more user-friendly for teachers.

1) Separate Sections for Upper and Lower School Statements I propose creating distinct sections for Upper School and Lower School statements so that each division can work with statements tailored specifically to their grade levels. Currently, all...
Guest 14 days ago in Reports Wizard 0 Awaiting Review

Discrepancies when importing prospect data from Applicaa into iSAMS

Title This field is not fully compatible with iSAMS. While all Applicaa data list titles as either Master (male) or Miss (female), they appear as Mr (male) and Ms (female) in iSAMS. Parental Responsibility When importing from Applicaa, parents are...
Guest 14 days ago in Student Manager 0 Awaiting Review

Capturing Step parent

Need a way to capture stepparents under Family - assuming one parent has remarried/deceased and one biological parent is no longer actively involved.
Guest 15 days ago in Student Manager 0 Awaiting Review

Out of School notes viewable in Day & Week view

Sometimes we have pupils added to Out of School, with notes explaining why. In Registration Manager --> Period View, we can see the notes entered for the pupils. Notes entered either via registers ("Note") or via Out of School ("Reason") In Reg...
Guest 27 days ago in Registration Manager 0 Awaiting Review

Drag and drop capability iFinance

iFinance is 10 years behind other software and needs a drag and drop capability when uploading invoices etc. The save, search, upload function as it is, is so time consuming it is driving me to look at other providers.
Guest 27 days ago in iFinance 2 Awaiting Review

Pupil profile photo to be included in the detention list and registers

It would be very helpful if the pupil's profile photo could be included in the "View detentions" and "manage detentions" tabs in Discipline manager. Staff taking the detentions may not be familiar with all the pupils, especially at the start of th...
Guest about 1 month ago in Discipline Manager 1 Awaiting Review

Documents on Student Manager to be Available at Parent Portal

Hi, A lot of schools are migrating from platforms like Engage. So their old reports and documents are being uploaded to the student manager. But unfortunately, this reports are not available in the parent portal when parents they need to check the...
Guest over 1 year ago in Parent Portal 0 In Discovery

Add Support for Activating/Deactivating Staff via Employee REST API

Currently, there is no method to activate or deactivate a staff member via the REST API. Adding support for this feature would be highly useful for HR and IT teams who manage staff lifecycle through automated workflows or external HR platforms. By...
Guest 7 months ago in REST API 0 Awaiting Review

Applying VAT to journals

Other accounting systems allow you to choose a tax code when posting journals, if I need to do adjustments I can't currently do so. The vast majority of journals would be no VAT but things like the Tour Operators Margin Scheme on trips, we need to...
Guest about 1 year ago in iFinance 2 Awaiting Review