Include Parent/Student identifier in the Responses of an electronic form
In order to more easily use the parent responses to electronic forms, it would be great if all responses included the Family ID or Student/School ID in the form output. The parent name is known, so this information should be readily available, and...
Client uploaded files are coming across from portal forms to Documents & Files with names in code form. We would find it much more useful to have a way of automatically naming the files based on the upload question.
Amend Variable Direct Debit Date after Invoice Production
As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Feature Request: Missing Vital Fields in /api/registration/absencecodes Endpoint for Reporting
Dear iSAM Support Team, We are writing to request an enhancement to the Retrieves all non-archived absence codes endpoint: /api/registration/absencecodes. Currently, this endpoint is missing several vital fields that are available within the iSAMS...
If I can set the “Leaving Date” field to display on the former page, the user can view it and order it by “Leaving Date” instead of downloading the data to view it every time.
Document upload in agent manager. As for now, there is no where that document can be uploaded in the agent manager for the agencies such as contract document, renewal or withdrawal document of agent. As for the contract document, will it possible ...
Greater control of what Detention information is displayed on Parent Portal
When publishing detention details to parents via the portal web and apps, it would be really useful if we can have finer control as to what details are displayed. We are not sure we would want the descriptions of the detentions shown to parents, a...
Statements do not show payments made when they are part paying an invoice. Until invoice is fully paid allocated payments and the original invoice should show.
Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...
Part Allocations - Description from original Invoice to be carried over rather than 'Part Allocation'.
When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...
Becky Graham
5 months ago
in IRIS Financials / Future development
1
Planned for a future major release
