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iSAMS

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Improve Bank Transaction Date Accuracy in AIQ

There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
Guest 24 days ago in iFinance 0 Awaiting Review

Flexibility with cover swaps

Morning I often find that staff within departments will cover a colleague because it is an exam class, but they then need cover for their own lesson. This has come up a few times but I am unable to do the cover on iSAMS as that person is not showi...
Guest 30 days ago in Cover Manager 0 Awaiting Review

Hide "Create Indicator" button when Indicator > Create permission is denied

When looking at a student record the "Create Indicator" button appears even when Indicator > Create is set to Denied in the user's permissions. Although the Save & Close button does not appear once they click "Create Indicator", it would st...
Guest 7 days ago in Wellbeing Manager 0 Awaiting Review

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest 7 days ago in iFinance 0 Awaiting Review

Letter mail merge data field

To make Passport expiry dates, visa expiry dates available to be included in letter mail merge. Needed to create mail merge for standard letters to the MOE or parents.
Guest 7 days ago in Student Manager 0 Awaiting Review

Bulk documents upload

I would like to request if we could please allow users to upload documents in the system in bulk to make the process more efficient. At the moment, staff has to upload consent forms, certificates, etc one by one which takes up so much time.
Guest about 2 months ago in Student Manager 0 Awaiting Review

Control the way teacher names are displayed in Cloud Portal timetable view

In the Parent Portal, teacher names were displayed as School Salutation (Mr Happy) whereas Cloud Portal is displaying the teacher's Full Name (Stephen Archibald Happy). We do not want parents to see teachers' full names, we want to have the abilit...
Guest about 1 month ago in Parent Portal 2 Awaiting Review

Exam Cycle display name to be more meaningful on the Parent Cloud

The Exam Cycle display name c urrently appears as dates, such as ‘July 2025’ x 5 times. Can this be changed on the portal so it shows the board number or name as well as the date, therefore it doesn't appear on glance as duplicate cycles.
Guest about 2 months ago in Parent Portal 0 Awaiting Review

Staff Timetables - Live link to Outlook calendar

Whilst teachers can export a term's worth of their timetable to then import into the calendar in Outlook, it isn't kept up to date automatically, and something they'd have to do for every term. Having a live link to their calendar, something they ...
Guest 8 days ago in Timetable Manager 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 4 months ago in iFinance 0 Awaiting Review