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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...
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 -...

iSAMS

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Allow others to view messages sent with statements

When I send a reminder to customers with statements it would be good if colleagues were able to see the message sent. Currently its locked to only the sender can view
Guest about 22 hours ago in iFinance 0 Awaiting Review

Weekly summary of missed registers

We really like the daily report of missed registers. Could a weekly option also be added so we can compile a list of repeat offenders to narrow down the nagging?
Guest 4 days ago in Registration Manager 0 Awaiting Review

Warning when deleting contacts / merging families

When Admissions or any member of staff looks to merge family structures there is a chance when they merge sibling family into other sibling(s) they will replace a contact that has a billing account code. This isn't abundantly clear when the user i...
Guest about 15 hours ago in Student Manager 0 Awaiting Review

Word wrap absence reason

When a pdf report of absences is generated, the reasons for absence truncate if they are too long. Can the words wrap so we don't miss them?
Guest about 15 hours ago in Registration Manager 0 Awaiting Review

New Candidate Arrangements: Workflow needs major overhaul

The new candidate arrangements section goes some way towards doing what schools have asked for, but the fact that you still cannot add arrangements ' by subject' , then by exam code means that the functionality is tied into exam entries. I am also...
Guest about 16 hours ago in External Exams Manager 0 Awaiting Review

Unable to allocate a payment from bank feed across multiple suppliers

Hello We have direct debits coming out of our bank but the payment needs to be split across a number of supplier accounts. This is not possible now using the automatic bank feed .
Guest about 20 hours ago in iFinance 0 Awaiting Review

Be able to make a big button for "Submit Application" so it's easy to find AND eliminate the next page that only shows "New Enquiry" - go straight to the application categories

Currently our "Submit Application" text cannot be amended - it is small and easy to miss. So many applicants write us after missing this, causing extra workload that could be avoided. Then, when they click on it, they are taking to a new, blank pa...
Guest about 22 hours ago in Admissions Portal 0 Awaiting Review

Adjust Registration after detention has passed

The ability to change who has attended or missed a detention after the detention has passed. There are a number of reasons this could be needed some include: WiFi/Internet issue meaning the register cannot be taken, detention is taken by someone e...
Guest about 22 hours ago in Discipline Manager 0 Awaiting Review

Upload New Documents & Files UX

Currently if there is some file matching criteria error, the rename files feature does not work. Solution is to remove/delete the files that failed at file matching, go to previous step and come back to this step. Then the rename files feature wor...
Guest 1 day ago in Parent Portal 0 Awaiting Review

Preview for attachments rather than downloading everything

Currently if you want to view a fee invoice on a customer you have to download the attachments, why is there not a preview box. It would make it quicker to answer queries and reduce potential GDPR issues with desktops being filled with downloads. ...
Guest 8 days ago in iFinance 1 Awaiting Review