Ideas

I am delighted that Canvas and iSams have integration. We need the same integration with Google Classroom so assignments and grades can sync from Google Classroom to iSAMS.

Currently opening balances are fetched from iFinance at the Document Preview stage (and then hardcoded to the final bill). If there is a delay (ie.for bill checking) between the Document Preview stage and actually issuing bills a few days later an...

It would be more convenient if we could directly email receipts from the Customer Transaction screen ('Action' tab), similar to how we can email Invoices and Credit Notes. This would streamline our process and save us time. Currently, there is no ...

Currently potential duplicates are only detected if Forename, Surname and DOB match exactly with existing records. Would it be possible to use fuzzy matching to widen the criteria to account for spelling mistakes etc?

Approval of Journals prior to posting to the GL in iFinance as an internal control measure for different levels of staff members in a department.

Allow on-screen viewing of uploaded pupil documents without downloading them. This would keep sensitive documents secure within iSAMS and not lying around on users PC's

Hello! I would like to suggest that in the logs area, it should be possible to search by name—for example, the name of the teacher we want to look up. This would make the search process much faster, as we wouldn’t need to go through “a thousand pa...

We are using the admission forms to capture the whole admission journey including booking on an event. We have had to create a custom field for the parent to indicate which event they want to book on and then the admissions team have to add them t...

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...

The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show th...