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Customer Statement to show all transactions

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...
Guest 10 months ago in iSAMS / iFinance 2 In Discovery

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.
Guest 5 months ago in iSAMS / Admissions Portal 0 Awaiting Review

Add Pupil to MULTIPLE SETS at once

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).
Guest about 1 year ago in iSAMS / Teaching Manager 0 Good Feature

Make iSAMS Responsive

iSAMS does not adapt to different screen sizes and there is only the ability to scroll up and down, not left and right. Will this be taken into account?
Guest 10 months ago in iSAMS / Student Manager 0 Good Feature

Match the character limits in Health Record and Medical Centre

Student Manager > Health Record > Conditions Medical Centre > Conditions These two areas read from the same area within the database, but the fields seem to have differing character limits, with the medical centre often being lower. Pleas...
Guest about 2 months ago in iSAMS / Medical Centre 0 Awaiting Review

Ability to change VAT coding

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
Guest 8 months ago in iSAMS / iFinance 0 Awaiting Review

Copy sets from a current student for a new student.

When a new student joins a school, we often have to add them to every subject set manually, one at a time (for linked sets, at least once in one of the linked sets). Most if not every time, we already know a student with the exact subject set comb...
Guest 7 months ago in iSAMS / Teaching Manager 3

Schedule emails

It would be great if we could schedule emails to go out to parents through iSAMS. Many parent portals now have the ability to send one email at the end of the week with all the information parents need to know relevant to their child only. It woul...
Guest over 2 years ago in iSAMS / Parent Portal 1 In Discovery

Pupil Registers fields avaialble in Email Wizard

If we could do an email wizrd and use Pupil Registers fields - this would be a huge time saver. We have Academic Interventions stored in the Registers Module - and if we want to send that information home in a letter- we currently have export them...
Guest over 1 year ago in iSAMS / Student Manager 2 Good Feature

Shorter Process for Re-Generating Invoices

An improvement I feel would save time and benefit all billing clerks would be where we do not have to regenerate all invoices withdrawn from the portal before publishing again, for example sibling invoices where no amendments have been made but ne...
Guest about 2 months ago in iSAMS / Fee Billing 0 Awaiting Review