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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...
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...

iSAMS

Showing 2770 of 2770

Audit Changes to Registers and Out of School

it would be useful to be able to audit changes to Registers and Out of School, when i am asked to see why someone has not been registered in a lesson they were not expected to be in, because an OOS record exists for them. Currently i cannot tell i...
Guest 27 days ago in Registration Manager 0 Awaiting Review

HMRC licence renewal - notification and warning alerts

The HMRC licence is valid for 18 months. As with bank feeds, users should be notified when a licence is approaching renewal or, at the very least, iFinance should prevent submission and display an appropriate error message. However, iFinance does ...
Guest about 2 months ago in iFinance 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

Scheduling of medical centre emails

We've been playing with the email notifications in the medical centre and were somewhat unimpressed. As it's set up, all notifications go to parents at a single set time each day, so either you set it before the end of the school day so parents ca...
Guest 4 months ago in Medical Centre 9 Now

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

Hide the students set code in cloud parent portal

We would like to have the info that appears in cloud portal>school profile>teaching groups, but hide the set code (please, see attachment)
Guest about 2 months ago in Parent Portal 0 Awaiting Review

Ability to customise all email templates

Add the Form of the student in all emails where a name of a student is used.Example: Registration Alert, Reward and Conduct emails, etc.
Guest about 2 years ago in Control Panel 15 Good Feature

Ability to view report allocations in open report cycle

Sometimes I need to check which subjects I included in a report cycle, or perhaps look at the detail of the exclusions. To do this, I need to close the cycle first. If a teacher was in the middle of entering a report, they wouldn't then be able to...
Guest 7 months ago in Reports Manager 3 Good Feature

Re-Enrolment

It would be helpful if there could be a place where we can add that a child has been re-enrolled in to the school. I believe at the moment this can only be added in notes, but it would be good if there was a designated place for it. For example so...
Guest 11 months ago in Student Manager 0 In Discovery

AP - add [Approval by / with ] column to item invoices dasboard

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...
Tim Chan about 1 month ago in iFinance 0 Awaiting Review