Ideas

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

We would like to be able to import and retrieve deposit details using the REST API, as this would enable us to integrate more closely with our CRM and Finance systems and ensure that deposits received are correctly recorded without having to resor...

Our current fee billing software allows us to manage sibling discounts by automatically managing sibling links. It knows therefore to allocate each second and subsequent younger sibling with a 10% discount. When a sibling joins or leaves it would ...

Currently you can only single click individual pupils to add to pupil portal or select them all. iSAMS should add normal filters (e.g. Year Group) on the "Create Pupil Users (from Pupil records)" within Control Panel. This would allow schools more...

Would it be possible to add the ability to add a note to a registration using Day view? Currently this feature is only available when registering via the 'Take a register' feature.

When searching periods could you add "Prior Year" as a factory set option.

When viewing Teaching set lists it would be advantageous to have Register Flag and Register notes set up as a default option. Teachers may forget to tick these, and these notes can be quite important in how a lesson can run.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.

Following query from sales, requesting integration with Salto door system- Our current offering isn't reliable . and requires extensive review. Is there an easier way we can have more integrations with more access providers.

Allows for the addition of additional information that could be useful for the user and relieve some pressure from support.