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Supplier refunds included in payment run if a credit note is not received in time to reconcile.

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...
Guest 4 months ago in iFinance 0 Awaiting Review

Create a sub-list in a global list - choosing an option presents further choices

This would be useful when logging and reporting data in lists, if one object had an associated list e.g. Student leaving reasons if Moved is selected a sub-list would open for further detail such as out of area, out of country etc. This would make...
Guest over 1 year ago in Control Panel 1 In Discovery

Update academic reports after the printing deadline or portal publishing

In our previous MIS, Administrators could make changes to reports already published/printed. It would be really helpful if iSAMS would allow administrators to edit past reports in a simpler way. Currently we need to re activate a cycle, and change...
Guest about 2 years ago in Reports Manager 1 In Discovery

Email Receipt from Customer Transaction screen

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...
Guest about 1 year ago in iFinance 0 In Discovery

Mail Merge and schedule emails.

We are constantly sending emails to multiple parents that require different information for a particular student. Doing a mail merge in Outlook is time-consuming because we first have to gather the data from iSAMS, transfer it to Excel, and then u...
Guest 9 months ago in Student Manager 3 Good Feature

Tweaks to some of the page layouts

It would be very useful if, on the new Cloud Parent Portal, we were able to make small tweaks to customise it for our school. Example 1 - on the Dashboard page after logging on there are widgets for the children showing attendance, timetable and d...
Guest over 1 year ago in Parent Portal 1 In Discovery

School Division Field

I'd like to be able to pull the School Division field in the HR reports. The field currently isn't available. Thanks
Guest 4 months ago in HR Manager 0 Awaiting Review

Administering room cover across a long period of time

The cover manager has the ability to close rooms for specific time periods each day. If the closure is for just one day, the administrative work is relatively minimal. However, when closures extend over a longer period, the administrative workload...
Guest about 1 year ago in Cover Manager 0 In Discovery

Window with column options to move with the columns

When the tracking columns get further across the screen and you right click on a column to edit/delete etc, the window with this option cannot be seen. It is there but stuck right at the beginning of the columns so you have to scroll back to the f...
Guest 9 months ago in Tracking Manager 0 Good Feature

Reports Manager - Templates

It would be amazing to be able to select multiple templates to delete, copy or archive together and not have to do it to each individual template.
Guest 9 months ago in Reports Manager 0 Good Feature