Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.

This field is frequently forgotten by Admissions but needed for census, finding UPN data etc etc. It would be really useful to be able to group edit for multiple applicants/pupils. Or, could the school type not be completed automatically via the s...

To whom it may concern I have received a request to include the following fields between Visit Type and Reason on the diary form. Between Visit Type and Reason we would: Pain score 0 to 10 - PriorityMedication - Yes / No - PriorityParents Contacte...

In the admissions portal forms, it would be extremely useful for it to pull through the 'bill payer' details into the student contacts in ISAMs. Currently this has to be ticked manually or added manually, even though they have completed a section ...

We don't use iSAMS Parent Portal chosing to use My School Portal instead. I would very much like to use the consent registers feature but there doesn't seem to be any way to do so if we aren't using the parent portal. If the consent registers were...

We have 3 VAT control accounts; 1 purchase ledger, 1 sales ledger, 1 for adjustments. It would be helpful to be able to be able to match the HMRC payments on VAT to the these control accounts such that the balances don't keep growing.

Can the functionality for the Electronic Forms Options be added to the Student Portal? We would like to ask students for their consent regarding marketing/alumni data before they leave the school which at the moment is done through a Google Form a...

Add the field 'Billing Email Address' from the contact record.

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.

I would like to be able to archive children who are no longer joining the school but cannot just delete them as invoices have been created for their deposits and we need to have access in case of an enquiry. At present there is no functionality to...