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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 - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

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Showing 2818 of 2818

Enable more fields in REST API

Currently it is frustrating to use the REST API, only to find that the field we are looking to review / update is not an available end point. Can you look into making it consistent which fields are available in the same screen. For example, in the...
Guest over 1 year ago in REST API 1 In Discovery

Allow multiple approval levels

If an invoice comes in over a value set for the primary approver, we have to manually get their approval before the secondary approver can sign off. For example if an order is £1,000, but the primary approver's limit is £500 we have to email them ...
Guest about 4 years ago in iFinance 0 Next

Tracking Manager - ability to control the logic behind the automatic Element Coding

Tracking Manager automatically generates an Element Name and Code based on the reporting data/gradebook data you are pulling in. If you pull in "Effort 1" from a Report Manager template, it will be abbreviated to "Eff AD T1/24". "AD" being the sub...
Guest over 1 year ago in Tracking Manager 0 Good Feature

Purchase order approval - already approved message

When a Purchase order has already been approved and the user clicks to approve from the email they get the following message ( See attached) Could this be changed as it is not very user friendly.
Guest 12 months ago in iFinance 0 In Discovery

Wider option of fields available in export and Group Edit facilities

Please include "School Division" to the dropdown options for Staff Export and Group Edit functions. By extension, whenever a new field is added to a module such as HR Manager or Student Manager, please include this field in the dropdown menus for ...
Guest almost 2 years ago in HR Manager 0 In Discovery

SSO with Microsoft Azure B2C for Parent accounts in iSAMS

We found that Microsoft's Azure B2C could be an excellent Single Sign On-Solution for our parents to login to the different platforms. The process to create an account in B2C is straight forward, and self explaining. It allows the parents to use t...
Guest almost 2 years ago in Control Panel / Parent Portal 0 In Discovery

Prepayments Year End Report

It would be really great if we were able to easily produce a report from IFinance for Prepayments. The system is great, if you use the prepayment journal it creates all the journals for the months, but you still need to keep a spreadsheet running ...
Guest almost 2 years ago in iFinance 2 Good Feature

Isolated Role Password Policies

The current Password Policy set up is globally set, which means it effects both staff users and Parent Portal users. However, due to the portal app not having password reset options, every 60 days per our policy, I am resetting this passwords for ...
Guest 4 months ago in Control Panel 0 Awaiting Review

Filter order in School Register Filter should match with the priority order set in Registration rule

As our school requirements, we have to include Set, form and year within a registration rule for lesson registers. When doing so, the positions of the set, form and year boxes in the School Register filter screen are hard coded and cannot move to ...
Guest 4 months ago in Registration Manager 0 Good Feature

Incorrect "Register Flag" values from Student Registers API

Dear iSAMS Support Team, I am encountering an issue with the iSAMS REST API when trying to retrieve the "Register Flag" value from the "Pupil Registers -> Registers" screen. I am using the following endpoint: [GET] https://isams.local/Main/api/...
Guest 8 months ago in REST API 0 Awaiting Review