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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
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...

iSAMS

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VAT rates descriptions are missing on sales invoice templates

The current sales invoice templates only show the % of the VAT charged but not a description of the rate. In the tax summary box, please can the description of the rate ie 20%, 0%, 5%, Exempt, Outside the scope of VAT be printed as well? This woul...
Guest 12 months ago in iFinance 0 Awaiting Review

Archive GL Codes

It would be great to have the ability to archive and hide old GL codes that are no longer used as when schools are tidying up their ledgers there are a lot of codes that now have DO NOT USE attached to them as that is the only solution to date.
Guest over 1 year ago in iFinance 1 In Discovery

Include Candidate Details (Public Exams) on Parent Portal

Within Public Exams > View Exam Arrangements , there are no Candidate Details displayed currently like: Candidate Forename, Candidate Surname, Candidate UCI Number, Candidate Code. These are all displayed within the Pupil Portal though. It woul...
Guest 11 months ago in Parent Portal 1 In Discovery

Ability to Archive off Admissions Statuses

The Admissions Statuses used by a school can change over time. For historic reasons, we would not want to delete statuses no longer in use (since these will be attached to existing applicant records). However, we would no longer want them displaye...
Sarah Kattau about 1 year ago in Admissions Manager 0 In Discovery

When logging an accident in the medical module - having the option that notifies the class teacher

When the nurse logs an accident, she also has the facility for the accident to be sent to the class teacher.
Guest 9 months ago in Medical Centre 1 Now

Greying out exams that have already been seated

I'm sure it used to do this hoever I have been told by your team that it hasn't. If when the seating plans for that exam time and session have been completed ie. all students have been allocated a seat, if the exam was greyed out, it would be easi...
Guest almost 2 years ago in External Exams Manager 0 Good Feature

Human Resource Roles update

We suggested to make an update for th, e Staff Roles in HR Manager. At the moment we can just create or delete a Staff Role but we can't rename/update one create before.
Guest about 1 year ago in HR Manager 0 In Discovery

Excluding Supplier from Approval in PL

Prior to the new workflow in iFinance, it was possible to exclude a supplier—such as utility companies—from the approval process simply by ticking a box in their supplier details. With the updated workflow, however, you now have to manually add th...
Guest about 2 months ago in iFinance 0 Awaiting Review

Change the emphasis of the buttons when saving form pages.

Change the way the buttons at the bottom of the form look and perform to make it more obvious what is required 'next'. See attached for screenshots.
Guest about 2 months ago in Admissions Portal 0 Awaiting Review

Admissions Portal Form - Ability to customise auto response when completed

When parents complete an iSAMS Enquiry form, they get a generic message to say that the form has been successfully submited. As this may be the first response from us to the parent, we would like to be able to personalise the message to thank them...
Guest about 2 months ago in Admissions 0 Awaiting Review