Have update email up date or add to their iSAMS contact details.
A Parent Portal user can change their email under Account Options so that their login changes, but this doesn't affect any other record of their email. This makes their contact details out of sync with the Parent Portal and parents think they are ...
When you add a diary entry for a child you have to enter a discharge time at the same time as an admission time! if you decide to keep a child for awhile & want to administer medication you cannot save & dispense or exit without adding a d...
Could it be possible to reopen closed periods in order to make corrections with access only provided at Administrator level? In making some VAT corrections to previously closed periods my PL Administrator was able to book old invoices into those p...
Ability to choose default tax code for invoices through AP inbox
At the moment the tax code for AP inbox invoices defaults to the first code in an alphabetical list! So every invoice needs manually updating, which causes massive human error and is time consuming to correct. It makes the AP inbox unusable.
Some exports don't have an option to include ISAMS IDs so they download without a unique identifier. This makes merging with excel data sheets difficult (particularly if there are lots of students with the same name) and can lead to human error. P...
A student needs to be added to a set with the minimum set count. Year 10 options the lowest of two Geography classes or Alevel Maths but there are three classes running and so on.... I add all possible set and remove the largest ones, or I go and ...
Date warning for API invoices when transaction date is in period already closed
iFinance flags manual invoices where transaction date is for period that has already been closed so it makes sense if the system does the same for API invoices
I created a Custom basedata using code 99 for Internal Exams so that I had the full functionality for seating and could copy basedata forward year on year but there is no way to be able to put in internal results. This would be useful to record th...