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Add a Name of Account field in the bank details section -Supplier Account> Finance Settings > Bank Details

Please can you add a Name of Account field in the bank details section? Often the name of the supplier is not the name of the bank account and this would be helpful when creating a BACS file for the payment to be recognised correctly.
Guest 3 months ago in iFinance 0 Awaiting Review

Budget holders access to all suppliers

Can we restrict the budget holders to only being able to see certain suppliers? I would want a budget holder only to see the suppliers allocated to them plus certain general ones such as stationery and Amazon. I do not want a budget holder to be a...
Guest about 1 month ago in iFinance 0 Awaiting Review

Admissions Manager Query Builder - reactive the Execute and Save Search button

Please see support ticket 712917. Our Admissions Team have been tyring to use the Query Builder more, but are getting frustrated by the "Execute and Save Search" button being greyed out. The iSAMS support team have advised the functionality was re...
Guest about 1 month ago in Admissions Manager 0 Awaiting Review

Automate Parent Portal Account Reactivation for Returning Students or Siblings

I would like to propose the development of a feature that automatically reactivates parent accounts in the Parent Portal when a student or their sibling re-enrolls at the school after previously leaving. This would help streamline the process for ...
Guest about 1 month ago in Parent Portal 0 Awaiting Review

View Actions in Wellbeing Manager: Student Overview - Student Timeline

It would be helpful if actions taken for student concerns are visible on the Wellbeing Manager: Student Overview - Student Timeline. This would allow teachers to efficiently track and review individual concerns and actions, without the need to nav...
Guest about 1 month ago in Wellbeing Manager 0 Awaiting Review

Cloud Parent Portal - Navigation links

We would like to be able to edit the navigation of some links in the new Cloud Parent Portal. At the moment we are only able to edit navigation links for the legacy portal in the Parent Portal Manager which is about to be discontinued soon.
Guest 3 months ago in Parent Portal 2 Awaiting Review

Calculated Columns and Color Codes - Gradebook - Tracking Manager

Gradebook Calculated Columns and Color Codes/Style: Can we please configure the gradebook calculated columns to enable us to share it to other gradebooks and tracking manager. Also, it would be helpful if the gradebook could pull through the color...
Guest 3 months ago in Tracking Manager 0 Awaiting Review

Urgent: Unresolved 500 Errors on POST /api/medical/students/{schoolId}/documents + Critical Documentation Gaps

Dear iSAMS Support Team, We urgently require assistance resolving persistent 500 errors when using the POST /api/medical/students/{schoolId}/documents endpoint, despite following the "Try It" example and validating all parameters against live syst...
Guest about 1 month ago in REST API 0 Awaiting Review

Committed Spend on GL Accounts Page

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...
Guest about 1 month ago in iFinance 0 Awaiting Review

Leave request notification send to include iSAMS User Role

Leave Request are sometime having different workflow for other schools like office manager, front office, deputy,.
Guest 2 months ago in Parent Portal 1 Awaiting Review