Ideas

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...

We would greatly appreciate the ability to add document attachments for bank transactions when using the "create new posting" or "sundry bank payments/receipts" actions in the Bank module. Currently, to add copies of receipts, remittance advices (...

When posting bank payments/receipts, currently the dimension tag chosen for the posting is also applied to the VAT code and bank's GL account. This results in any budget reports that include both balance sheet and P&L accounts to not accuratel...

The locked down budget holder report brings up any budgets (dimension tags) that the user is an approver for. Many people approve invoices for generic budgets that are managed at a high level reporting. But because they are an approver for that bu...

The Alumni Api is missing key fields such as Email and LeavingForm which make it impossible to use. Due to the lack of email there is no way to authentic leavers or manage their accounts in AD/GSuite etc.

The cover manager has the ability to close rooms for specific time periods each day. If the closure is for just one day, the administrative work is relatively minimal. However, when closures extend over a longer period, the administrative workload...

We are constantly sending emails to multiple parents that require different information for a particular student. Doing a mail merge in Outlook is time-consuming because we first have to gather the data from iSAMS, transfer it to Excel, and then u...

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 ...

It would be a great help if we can have multi level authorisation for generating Purchase Orders in iFinance. As of now there is only 1 level of approver mapping is available based on value of Purchase Order. It will be a better solution to have m...

The main reason we use the Pupil Portal is for students to enter their subject comments and self evaluations. This functionality is not available in the new cloud pupil portal. iSAMs stated "All core functionality from the legacy iSAMS Student Por...