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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
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...

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Showing 2807 of 2807

Critical Improvements to the VAT Audit Trail Report

The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...
Guest 9 months ago in iFinance 1 Awaiting Review

Show students preferred name in student portal and anywhere related to iSAMs

This is crucial as the student chose their preferred name for a personal reason. We must have the option to show their preferred name in all systems so it does not cause any discomfort to students.
Guest 12 months ago in Student Portal 2 In Discovery

Option to mark General Ledger Accounts as Inactive

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
Guest over 1 year ago in iFinance 0 In Discovery

Ability to remove old data

One of the iSams drives is full and on invesitgation we've found really old data in the SchoolReports folder which totals 50Gb. Have been told it's not possible to delete these, but this goes against GDPR. If we were to receive a request from a pa...
Guest 2 months ago in Reports Manager 1

Ability to Bulk Create or Upload Courses

As far as I can tell, Courses have to be created one-by-one manually, which is ridiculous. We need the ability to bulk create or upload via csv.
Guest 2 months ago in Curriculum Manager 0 Awaiting Review

Bulk Manage Allocations (Reports Input Template)

When first adding an allocation, we can quickly allocate multiple year/subject/form to one report template. However from the list of allocations set, we cannot select multi-select allocations and change the set report template in one go. Neither c...
Guest 2 months ago in Reports Manager 1

Manage Allocations UI Scaling (Report Input Templates)

Scale the UI so if the window vertical size increases, I can see more subjects reports allocations and subjects reports exclusions
Guest 2 months ago in Reports Manager 0 Good Feature

Timetable download a week on a page

This request is from one of our parents. Can they please have the option to download the timetable in a week on a page view in PDF - to stick on the fridge and other useful uses. The PDF download is a page per day which isnt particularly useful.
Guest 4 months ago in Parent Portal 0 In Discovery

Separate email address field for purchase orders

When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Guest 4 months ago in iFinance 0 Awaiting Review

Automated return of deposit on leavers final invoices

If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...
Guest over 1 year ago in Fee Billing 0 In Discovery