Ideas

To view just the current year's transactions within each general ledger account, you need to filter by the financial year. However, this only filters the current year's transactions and does not show the brought forward balance. Currently, to view...

Please add Pupil Form on e-mail templates as we have boys with the same name and Housemasters and staff need to be able to able to identity correct pupil when they receive a notification.

Many schools use external packages for things like the calendar, so it would be good to have iSAMS Dashboard widgets that can reference the data from external systems, e.g. a SOCS Calendar widget to replace the iSAMS one on the default staff dashb...

I would like our Purchase Ledger Administrator to be able to amend supplier bank details without the rest of the Admin functionality that comes with that. Is that possible?

Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...

Currently, the system only supports monthly spreading of prepayments. This results in an excessive number of journal entries each month, cluttering transaction reports, complicating review processes, and making it difficult to track prepayment rel...

It would be useful to be able to manage which pupil registers are shown in R&CM. There are some that would be irrelevant as part of the area, creating a very wide screen unnecessarily.

iFinance - AP Inbox should also process credit notes as well as invoices. If all our suppliers are sending the invoices and credit notes to the specified email address that is linked to the AP Inbox, why does it not deal with both? To treat it dif...

The future Group / Form / House fields are used to allow us to prepare for next years rollover. Unfortunately, we cannot use the rest API to update these fields and so must rely on selecting the correct pupils and using the batch / group edits. Ca...

When new accounts are created, currently, Admins need to enable 2FA on the account manually. This can lead to ad-hoc accounts not being protected. In today's climate, it is much more likely that an organisation requires 2FA and will disable it for...