When emailing purchase orders it pulls the email address from the supplier record which is the email address we use for remittance advices. There should be another field for an email address for orders as the suppliers have different email address...
Cloud Portal Dashboard - Ability to rearrange features
It would be useful to be able to re-order the features of the Dashboard. There are times throughout the year where we'd like to make key messages to parents more prominent and therefore move text sections to the top of the page to catch their atte...
If uploading a single instance of a generic document, not linked to a specific employee, but we want it to be distributed to all, it would be useful to not have to save the file with each employees NI or employee number
As well as seeing individual reward and conduct entries, it would be really useful for parents to see a total - especially for things like house points.
Parent use of iSAMS portal - Uploading medical documents and answering questions (by School Nurses)
We are looking into how current students' parents could update us with their current medical data. Our parents have 'Medical Centre' menu displayed on their Parent Portal now, while they can only see 'Parental Consent' and 'Medication' sections (a...
Contact id to be visible in contact record in student manager
In some ocasions we have detected duplicated parents, normally in families that have not been properly linked. It would be very useful to compare a Contact record by the isams internal Contact ID (this field is available for export in Export Wizar...
Electronic signature on forms in Admissions Portal
Our Admissions Team would like to have an electronic signature (similar to DocuSign) to be on the form which parents complete on the portal to accept their place at the school.
Currently iFinance only shows the outstanding transations for customer statements and it is not very helpful when parents or customers need to reconcile all the spending and payments done. Therefore, it would be helpful if there was an option to g...
It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices
SO tedious to add one set and then another one using the painful dropdown menu. You need to at least be able to multiple select the sets from the huge dropdown (which also needs to be able to be filtered by year group).