All ideas

Able to download the current report template and upload a customised report into the iFinance system. The reports will need to able to run by the users. This feature similar with iSams Analytics & Insights module.

In HR Manager is is only possible to record Holidays in the Financial Information area with whole numbers. Some part time staff receive fractional (half day entitlements) in a given holiday year. Currently this cannot be recorded in iSAMS as an in...

Apart from students attending our bases the Pilgrim School looks after 4-60 students who are taught at home due to their health issues. If we were able to add a custom set of fields as per the attached in the pupil's notes in pupil manager we woul...

The customer statement in iSAMS parent portal only shows outstanding transactions from iFinance. However, most parents would like to see all their spending and payments in their statement. This has led us to not be able to allocate payments at all...

A significant number of our students have Ear Defenders and a few need coloured paper / overlays (which is different from colour naming) as part of their access arrangements. While we can detail these additional needs in the Arrangement Notes free...

Add the field 'Billing Email Address' from the contact record.

Could purchase invoices that have been approved through a workflow via Non PO invoice or processed against a PO, be automatically posted to the PL account, rather than having to select and post each invoice.

I would like to be able to archive children who are no longer joining the school but cannot just delete them as invoices have been created for their deposits and we need to have access in case of an enquiry. At present there is no functionality to...

Staff have asked me if they can see the pupil's photo at the time they are writing their academic reports. This is very useful and was something they had in their previous MIS

When emailing both pupils & contacts in the same email and using Parents Letter Salutation and Pupils Forename it works for the parents but not the pupils. Parents = Dear Mr & Mrs Smith and JohnPupil = Dear John and The AI Help Desk has sa...