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Customer/Supplier grid to include future dated transactions

I always assumed that the balances on the grids showed all items on supplier/customer accounts, but we have recently raised invoices in a future period and it's become clear that the grids don't show these items in the balances, and there's no way...
Guest about 1 year ago in iFinance 0 Awaiting Review

Bulk import recurring charges with end date

Currently if you import a recurring column marked Y the recurring is set indefinitely. It would be useful to set end date so therefore awards can be imported recurring three times for one academic year
Guest about 2 years ago in Fee Billing 0 Good Feature

Use Microsoft Logo for Azure Active Directory (SSO) login

Staff users don't know what Azure Active Directory is, and shouldn't need to know. All other online applications that we access use a 'Microsoft Login' logo which signals to the user that they should use their school Microsoft accounts to login. W...
Guest about 2 years ago in Administration 2 In Discovery

Use User Disabled Icon in Search Results (Control Panel)

When viewing a list of users in the tree structure, we can tell which users are enabled and which users are disabled via the icons. However the icon used to denote a user is disabled does not appear when searching for users via the search box.
Guest about 1 year ago in Control Panel 0 Awaiting Review

Pupil Manager

Mailmerge from an Excel Spreadsheet into Email Wizard or Letter template. I have 50 emails to send with GCSE choices to send out to parents. They are all individual and there is no way to send from iSAMS. I am going to have to send them all out se...
Guest over 3 years ago in Student Manager 0 Good Feature

Group or Restrict Data shown in the iStudent App to Academic Years

In the iStudent App (& probably the iParent App too) it would be helpful to either allow the restriction of data to an academic year or have expandable group headings of each academic year. For example Reward & Conduct data would be visibl...
Guest over 3 years ago in Student Portal 1 Later

Default option in cover publication options to send emails to affected staff for room changes (unavailable rooms)

Default option in cover publication options to send emails to affected staff for room changes (unavailable rooms). This way, when we use auto publish cover, room changes will be automatically sent to affected staff.
Guest over 4 years ago in Cover Manager 0 In Discovery

Search by Preferred Surname

Search box for preferred surname on the main initial page of student manager.
Guest about 2 years ago in Student Manager 0 Next

Bulk Delete Accounts of Leavers

I currently run SQL queries to see pupil and staff leavers that have User Accounts remaining. It takes a long time and is prone to error. It would be great to have a view of those accounts that are linked to HR or Pupil records with non-current st...
Guest over 5 years ago in Control Panel 0 Good Feature

Pastoral API - Concerns endpoint (list by student)

The "GET" request for Pastoral (Wellbeing) Concerns requires the concern {id} as an input parameter, as well as the student's {schoolId}. There is currently no endpoint to list concerns by student, and so it is not possible to know the concern {id...
Guest about 2 years ago in REST API 1 In Discovery