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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...

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

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

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

15 days absence

We are required report 15 full days of absence per student to the local authority. Could you please enable the functionality to download a report detailing the full days of absence, along with the associated reasons for absence and corresponding a...
Guest 8 months ago in Registration Manager 4 Now

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 12 months ago in Admissions Manager 0 In Discovery

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 about 1 year ago in iFinance 1 In Discovery

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 12 months ago in HR Manager 0 In Discovery

Attendance by Period to be reinstated on the Widget

Parents used to be able to see attendance for (periods) in our secondary school. and am/PM for the Primary school. Now there nothing appearing for parents of secondary school
Guest 3 months ago in Parent Portal / Registration Manager 0

Reduce the number of clicks when adding sets in Teaching Manager

I'm in my busiest period adding sets to timetables. Yes, I can do an upload initially, but when the pupils then drop or change a subject, it's incredibly time consuming (especially when adding several individual study periods to replace a dropped ...
Guest 3 months ago in Teaching Manager 0 Awaiting Review

Ability to Bulk Delete under Pupil View

Instead of deleting subjects one by one under the pupil view, it would be better to select the subjects we want to delete and use a dropdown menu for the delete function.
Guest 3 months ago in Teaching Manager 0 Awaiting Review