Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Candidate Number should be the default sort order for all areas of Exams Manager
Exam regulations require all information to be identified by Candidate Numbers. Please set the default order for everything in Exams Manager to be Candidate Number; this is particularly important in the seating part of this module.
We have found that the hard character limit defined in a report template for Comments is only enforced when the individual report status is set to "Complete". When a report is at an earlier status, the character limit is only advisory. In our opin...
Bring 'Future School Name' field to Query Builder search
We found that the 'Future School Name' field is not available in the Query Builder Search in the Student Manager. We can find the intFutureSchool ID field but not the Future School Name field. This is one of the helpful field to quick track the fo...
Although we are a girls’ school, we have a number of pupils here who identify as male or gender neutral. As a result, we are increasingly being asked to use preferred gender pronouns rather than she, her and hers. At present there is a field for ‘...
Click through to a pupil record from the pupils listed against an agency
It would be good if you could click through from an agent to the pupil/applicant details. Saves you finding an agent and a pupil and then having to go into Pupil Manager/Applicant Manager to look up the pupil. I do believe that it would make a lot...
For sixth-form or part-time students, students have their first PM attendance in different periods, but this is not currently possible to record in Ed:gen. E.g. if the first period after lunch (e.g. Period 4) is designated as PM registration, some...
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
Display a warning if portal publishing will not show to parents
Most of our report cycles start in Online Assessment and move to Report Wizard for proof reading and publishing to the portal. For Y12, they only get grades and I forgot to switch it to Report Wizard before publishing. While the process ran succes...
