It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
You can currently change the file and folder order within Parent Porter Manager but this doesn't update the website. We currently have no way of re-ordering this
The old parent portal homepage was at /api/homepage This has changed on the new portal, but a lot of parents have bookmarked the old link. Please could a blank page with an automated redirect be added to the portal so that parents do not experienc...
The ability to upload documents / forms to the student portal such as any enquiry about results forms or trip forms would be really useful. For example I send out EAR forms with instructions at the end of the summer term but students have forgotte...
be able to add widgets (news, reports to landing page) of cloud portal
On the new Clould portal, as soon as you log in, you see attendance widgets. WE need to be able to add more widgets which will be easier to access for parents from the landing page ex: news , reports, teaching groups, timetable
Allow parents to update their home address on the parent portal
Allow parents to add/update their home address on the parent portal as this is very important information to keep and update regularly on iSAMS from the safe guarding point of view.
If it was possible to identify who has not completed certain electronic forms, this would prove invaluable in then chasing the relevant people to complete the form. If any of this could then be automated, even better, but simply identifying those ...
Critical Improvements to the VAT Audit Trail Report
The new VAT audit trail report is great, thank you for adding it. It will making our partial exemption workings much easier. Unfortunately, it has a serious coding error in it so it cannot be reconciled to the VAT100 report. the "Tax Amount" colum...
Allow parents to cancel upcoming approved leave requests
If a parent has submitted a Leave Request for, say, a medical appointment and this has been approved by the school, there is currently no option in the Portal for the parent to cancel the LR should the student's appointment be cancelled or resched...
A dedicated iFinance user group forum would provide a valuable platform for direct communication among iFinance users, enabling them to share support and assistance. While the iSAMS community offers various forums within iCommunity/Discussions, th...