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Generate letters for credit control

The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest about 1 year ago in iSAMS / iFinance 0 In Discovery

Ability to report on ALL custom fields regardless of the module

We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.
Guest 10 months ago in iSAMS / Agent Manager 1 Awaiting Review

Health Record

Please could you add 'Health Record' under applicants on student manager. Is it possible to have the option ‘ Health Record’ under ‘Additional Information’ on the Applicants tab on Student Manager- this is to ensure new students are set up ready t...
Guest 3 months ago in iSAMS / Admissions 0 Awaiting Review

PO number sorting

It would be very useful to be able to sort the POs by number. Currently the system has no ability to recognise different number of digits and sorting doesn't work. I am currently using the date sort but the other day there was a glitch, which high...
Guest 5 months ago in iSAMS / iFinance 0 Awaiting Review

Attendance Alert on new iTeacher App

I am aware a new iTeacher app is being worked on, but I don't see any more details online about it. Please could the Registration Alert option be included on the attendance registers of the new app? The one we can click if a student is not present...
Guest about 1 year ago in iSAMS / Teacher Portal 0 Good Feature

Allow option to prevent negative fee total for billing

Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.
Guest over 1 year ago in iSAMS / Fee Billing 0 Good Feature

Fully clone user group permissions across all modules

From time to time we get asked to "Add module X" to an existing user as most staff are unaware of how permissions in iSAMS are configured. While we can clone the basic level of permissions within the Control Panel, it means having to go through se...
Guest over 1 year ago in iSAMS / Control Panel 0 In Discovery

View/export email communication via API batch so they appear on MSP

Our iSams is integrated with MSP via a batch API. We currently use School Post for most school comms but would like to move to using iSams email wizard. School Post emails sync with MSP so that parents can view their school related emails on their...
Guest almost 2 years ago in iSAMS / Batch API 3 In Discovery

Link Payments and forms

I requested this nearly a year ago but please can we get a link between payments and forms? eg selling tickets to a PTA disco automatically sends them to the form for dietary and contact info for that event. The admin and time spent contacting par...
Guest almost 2 years ago in IRIS Parentmail 2 Planned

Add the Parental Responsibility and Student Home to Admissions Forms available fields

The schools in our MAT need to collect whether or not a contact has PR when they submit an enquiry form via the Cloud Portal, but this is not an available field when configuring the form - we mostly need to use this form for initial data collectio...
Guest over 2 years ago in iSAMS / Admissions Portal 1 Later