View/export email communication via API batch so they appear on MSP
Our iSams is integrated with MSP via a batch API. We currently use School Post for most school comms but would like to move to using iSams email wizard. School Post emails sync with MSP so that parents can view their school related emails on their...
I requested this nearly a year ago but please can we get a link between payments and forms? eg selling tickets to a PTA disco automatically sends them to the form for dietary and contact info for that event. The admin and time spent contacting par...
Candidate Entry & Timetable Reports - Save as individual reports
When downloading Candidate Reports there is requirement to be able to save as individual reports to pass on to the candidates. Presently the pdf is one file, ok for printing but not for individual saving. Other option is downloading each individua...
Add the Parental Responsibility and Student Home to Admissions Forms available fields
The schools in our MAT need to collect whether or not a contact has PR when they submit an enquiry form via the Cloud Portal, but this is not an available field when configuring the form - we mostly need to use this form for initial data collectio...
We are a large group of schools and currently have to manage any changes to existing fields and schools manually. To ensure consistency of data recording across all sites this has to be done centrally to ensure that they are amended in the same wa...
Audit trial for the opening/closing/amending of Budget Codes, GL Codes, Supplier accounts in iFinance
In a department where several members of staff are active in the same area of iFinance. It would be extremely useful to have an audit trail for changes/updates made by any member of staff. By having this information it would allow other operators ...
Reminders for iFinance Invoice Approvals Outstanding
Currently we are resubmitting invoices to teachers who have yet to approve their invoices, the system should start to remind them on an increasingly frequent basis.
Registration Forms without Payments Should be Classified as Incomplete
The key difference between an enquiry form and a registration form is that the latter takes payments, whereas the former does not. When a registration form has been filled in, the parent is shown a Submit & Proceed to Payment button. Clicking ...
Deleting duplicated records on pupils under pupil manager
If the system has generates a duplicated record it is impossible to deleted the record if an invoice is raised or is connected to a billing account even if the info is duplicated. IT would be good to be able to do house work on these files a the s...
