It would be useful to be able to add custom fields under Asst & Fees section of the pupil record so bursary data can be added without other people being able to access the data. From there we would need to be able to use those fields in emails...
Is it possible to have a widget available for the dashboard that includes data from applicants that are in the system based on their application status. Similar to the School Statistics and report widget. So a break down of Year applied for and a ...
The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each...
Guest
over 1 year ago
in iSAMS / iFinance
0
In Discovery
We get a number of parents who try to login on the wrong page or using an app other than the iParent app. When looking at the User Account's Login Activity we get a generic message "The user account does not have access privileges for this applica...
It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.
Guest
8 months ago
in iSAMS / iFinance
0
Awaiting Review
We have a separate front end where parents are able to update their contact and custom information. It would be great to be able to update this information via the API. We currently update this information using direct SQL queries.
Guest
8 months ago
in iSAMS / REST API
1
In Discovery
Ability to report on ALL custom fields regardless of the module
We have set up a custom field in Agent Manager so we can rank our Agents but can't retrieve this information in reports. All custom fields should be available for reporting regardless of the module.
Allow option to prevent negative fee total for billing
Many of our pupils have more than one bursary or scholarship type and as these are input via percentages, it would be useful to disable negative balances in the fees total to prevent any errors being made by over crediting.
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...
Guest
almost 2 years ago
in iSAMS / Batch API
3
In Discovery
0
Awaiting Review
0
Awaiting Review
3
In Discovery
