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PINNED Gathering Feedback - Select All & Post from Item Invoices Listing
We’re proposing a usability enhancement to the Item Invoices Listing screen by introducing a "Select All & Post" option. Currently, users must manually tick each individual item invoice before posting, which is time-consuming and error-prone -...
PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...

Ideas

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Detentions history

I have enabled "Discipline" in our options for Parent Portal and can see that they can view Detentions which is fine. As currently it lists all historic data from when we first used iSAMS in 2022. Is there a way of limiting history of data shown f...
Guest 8 days ago in iSAMS / Parent Portal 0 Awaiting Review

Medical Centre Locations - Link in with Control Panel "Manage Buildings and Classrooms"

Rather than having a separate "Location" list in the Medical Centre, could we manage the Locations via the Estate Manager module, where Buildings and Classrooms are already managed? This would be a single place within iSAMS to manage rooms/locatio...
Guest 8 days ago in iSAMS / Medical Centre 0 Awaiting Review

Create easy Purchase Credit Notes

It would be great if under the actions you could quickly create a credit note for an invoice - currently you have to do it manually and ensure you have used the same GL codes & VAT codes to ensure it is fully reversed
Guest 8 days ago in iSAMS / iFinance 0 Awaiting Review

Ability for a teacher to flag a set or single report as 'not required'

Given that it is not possible to exclude sets from allocations (see, e.g. https://ideas.isams.com/ideas/MIS-I-2889) nor specify which teachers should write reports for a set (see, e.g. https://ideas.isams.com/ideas/MIS-I-1352), please could consid...
Guest 15 days ago in iSAMS / Reports Wizard 0 Awaiting Review

Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers

We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...
Guest 15 days ago in iSAMS / iFinance 0 In Discovery

Gathering Feedback - Foreign Currency (FX) Journals

Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...
Guest 15 days ago in iSAMS / iFinance 0 In Discovery

Gathering Feedback - Allow allocations in a closed period

We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
Guest 15 days ago in iSAMS / iFinance 0 In Discovery

Gathering Feedback - Fixed Assets Register Integrated into AP Ledger

We’re proposing to integrate the Fixed Assets (FA) Register directly with the Accounts Payable (AP) Ledger, streamlining the asset acquisition process and reducing duplication of effort. Currently, when an asset is purchased, users must manually s...
Guest 15 days ago in iSAMS / iFinance 0 In Discovery

Update pupil audit record for all with shared contact

I have updated the country on a parent record. This has been correctly recorded in the audit trail for this pupil, however there is no audit record for the sibling, and their contact was also updated. If a change is made to a contact record, it wo...
Guest 15 days ago in iSAMS / Student Manager 0 Awaiting Review

Blocking / Hiding reports access for certain staff

Hiding or blocking access to Report Wizard for certain staff members/teachers after a certain date.
Guest 15 days ago in iSAMS / Reports Wizard 0 Awaiting Review