Ideas

Outside of iSAMS we keep a record of which cars belong to which staff. It would be helpful if we could record this in iSAMS in a more structure way, linked to the HR record for each staff member, rather than in Word/Excel documents as some schools...

As the vast majority of staff do not have access into the HR Manager module, it would be really useful to have the Job Title / Role field added to this as the Department is in there.

Most staff know other staff members by their forename/preferred name, and don't have access to the full HR Manager, only the Quick View Details in the Wizard Bar. It would therefore be really helpful if you could search by forename and preferred f...

When we receive a refund from a supplier, but the credit note to allocate it to is not quickly received, the payment run will include the purchases credit journal to process as a payment to the supplier. Invoices currently have a way to flag them ...

I'd like to be able to pull the School Division field in the HR reports. The field currently isn't available. Thanks

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 ...

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.

At the moment these can only be created or deleted. I wanted to reword something and now have to delete and recreate the field whereas in Student manager I can edit m,y custom fields.

The approval email from the new workflow looks as though it is from the recipient of the email. This is causing some of our members of staff to think that they are receiving phishing email or emails that may be 'nasty'!! Could the recipient be fro...

There is currently no option to make a draft purchase order. Our teachers and support staff often start a PO and need a save draft option if they are quickly needed somewhere else or balancing tasks. It would be helpful if they could do a draft sa...