Import due date info from iSAMS fee billing module (or allow various credit terms for a given client)
It would allow schools and your other clients to follow up which clients are actually late to pay their bills. For now, those reports are a mix of invoices that are past due and some that are not due yet because iFinance assumes all bills issued t...
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.
Filter Staff Member dropdown to filter out ex-staff, or indicate leavers/disabled accounts
The Staff Member dropdown on both Add New Concern, and Add Staff to Visibility lists ALL Users in iSAMS - even those who have left, and have disabled accounts. We need to keep both our User table and Staff table for a period of time to retain hist...
It would be helpful if a Report Cycle could run across academic years. This would be beneficial to our UCAS reference procedure where references are completed in the Summer Term of Year 12 and edited / amended in the Autumn Term of Year 13.
Increase the character limit in Accounts Receivable sections
We are unable to synchronise contact details from ISAMS to IQF for certain contacts as there are over 50 characters. This does not meet our needs as we need to input the full legal names and addresses on our database
Add "Family Code" & "Nationality" of student as a search option on the Student Manager
Searching by Family Code is an easy way to find sibling students by family code when parents visit the Finance Office for payments. Searching by Nationality will be helpful when we need quick statistical data.
It's great to be able to create custom fields, but it's not possible to amend them i.e. change default value etc I know that I could delete the field, but we had started to add data, which would have been lostI
Hi iSAMS. In Parent Portal - Attendance you can see that your kid is absent in some day. But a few parents have asked the reason for the absence, because it doesn't appear. So, it would be possible to add the Registration Status that we use in the...
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