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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 - Fixed Assets Register Integrated into AP Ledger
We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...

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Send Multiple Emails Simultaneously

The current flow for emails on iSAMS is that iSAMS prepares the email and submits it to MailBee.NET, an internal coding framework for sending emails out. MailBee.NET then dials out to Sendgrid/whatever server is configured, which is the SMTP serve...
Guest about 1 year ago in Control Panel 0 In Discovery

Create joint contacts via the API

A popular request from our clients is the ability to create joint contacts in ISAMS instead of separate ones. This is currently not possible via the API. We can only create contacts individually.
Guest almost 2 years ago in Admissions Manager 1 In Discovery

Template Document for Statement Bank

It would be helpful if there were an option to download a report template for teacher comments (statements), but that can then be uploaded into the statement bank. This is similar then to the current option to download the entire report, add comme...
Guest 7 months ago in Reports Wizard 0 Good Feature

Visibility Groups should have the ability to filter concerns by Year Group / Division from School Manager

Let me run you through our process: When a concern is logged, we DO NOT give the person logging the ability to assign visibility. This is because we don't want them to add in every person they can think of relating to the child, thinking that they...
Guest almost 6 years ago in Wellbeing Manager 1 Good Feature

Please reinstate narrative when you hover over iFinance headings. If you are unsure the narrative helps massively

To reinstate the narrative would help all users. It would save time trying to find the correct heading to click into, particularly around tasks that you do not do every day and may need reminders.
Guest about 1 year ago in iFinance 0 In Discovery

Date registered as a column heading

Add Registration Date as a column in applicants, so you can create an instant Waiting list by date registered. Currently I have to downloads the data into excel and then use a pivot table.
Guest almost 3 years ago in Admissions Manager 0 In Discovery

Ability to claim for expenses on the web

Some staff do not want to put an app onto their phone, they would like to claim expenses on the web therefore it would be useful to have a web portal for this purpose rather than solely an app.
Guest almost 3 years ago in iFinance 0 Good Feature

Parents Usernames to be removed from the Security Options Username List

When setting up the Security Options for who has what access to the HR Manager module, if you select Add User > Username, the list not only shows all staff but also all the parents Usernames for their Parent Portal accounts. Can the list please...
Guest almost 3 years ago in HR Manager 0 Good Feature

Security Question disable

We are using AD for Authorisation, All staff users are not able to reset the password with Security Question. If possilbe to disable this function would be great
Guest almost 2 years ago in Control Panel 0 In Discovery

Add static text to the form similar to competing products

We need to be able to add chunks of static text to a form in the admissions portal similar to competing products. The idea to create a text field in student manager with default text is non-workable. This seems a simple omission.Can this be addres...
Guest almost 3 years ago in Admissions Portal 0 In Discovery