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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...
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

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SEN Datasets available in Reports Designer

We would like to create a pupil information sheet relating to the data sets found in Pupil Registers - SEN. Please see attached moc-up. This would need to be on a per pupil bases and downloaded to PDF. The preminse of this is to provide a snapshot...
Guest 15 days ago in Analytics & Insights 0 Awaiting Review

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 15 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 15 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 15 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

House Point Totals in Parent Portal

As well as seeing individual reward and conduct entries, it would be really useful for parents to see a total - especially for things like house points.
Guest about 1 month ago in Parent Portal 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

Recall emails

It would be great to be able to recall an email sent through the Email Wizard in the Student Managers, or to delete it from the communication history easily, in batch. If an email sent contains wrong information, we should be able to recall it eas...
Guest about 1 year ago in Student Manager 0 Good Feature

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

Search Field for Contact Email in Student Manager

Please could iSAMS add a search field for Email Address in the Contact Information section of Student Manager. We frequently have to search for contact email addresses due to SendGrid suppressions and/or emails received from parents without identi...
Guest over 2 years ago in Student Manager 6 Good Feature