Ability to delete direct debit schedule, amend invoices and recreate schedule
Having created the direct debit schedule I then needed to delete a charge but couldn't yet I am able to make amendments for all other students that do not pay by direct debit. It would be helpful if the schedule could be deleted, changes made and ...
It would be really useful if CC'd member of staff able to see the merge fields when sending an email to students. Eg when sending an email home to parents of students who were late on multiple occasions, emails are sent from the office, but sent t...
While on the iSAMS Web portal our Reports are arranged by date with the newest one appearing first, on the portal app they don't. Parents have complained about this as the Report order on the App does not follow a normal pattern. Could it please b...
See opening and closing balances during the reconciliation of bank statements
When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.
Angela Herbert
about 2 years ago
in IRIS Financials
1
Under Investigation
Is it possible to get a report of users by useage of the portal, I am constantly short of Licenses, and need to see user useage. To make sure the more active users keep their license, and also to see if I still need so many licenses
It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
I'm continually asked to provide a statistics on how many parents read the reports generated through the Portal Publishing section of the Report Printing module, honestly it would even be useful to tell which parents have download reports but we c...
The Out of School List should include students with a future absence
We are struggling to use the Future Absence lists at the moment as the students registered this way don't appear in the Out of School list. Personally I don't understand why they wouldn't. Surely an absence mark as a Future Absence is the same as ...
Teachers to be able to view any Wellbeing actions on the dashboard\teacher portal
Can we get an area on either the iSAMs dashboard or teacher portal where teachers can view any wellbeing actions which have been assigned to them? Teachers will not necessarily see an email, so having a different location to see this information w...
