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Create Refund Bank File

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Guest over 2 years ago in iSAMS / Fee Billing 1 Later

Choice of Naming on Portal - Parents are not always aware of identity preferences.

Parent portal is pulling the preferred name for the child. This is OK if the child is small, but if they are 16 - 19 and have not told their parents that they are identifying differently - this is a big issue. We really need to be able to specify ...
Guest about 2 years ago in iSAMS / Parent Portal 0 In Discovery

Disallow notifications home about medications dispensed based on age

Whilst the idea of emailing home when a student visits our infirmary or is given medicine is useful - we won't be using it because we can't disable messages home if the studen is older. For older pupils, we feel that the notifications could breach...
Guest over 1 year ago in iSAMS / Medical Centre 2 In Discovery

EYFS Attendance Pattern

Pupils below statutory school age are often part time pupils. When it comes to billing for those sessions it is difficult to track changes to expected attendance patterns within iSAMS, and being a school that starts at 10 months, going through to ...
Guest about 1 year ago in iSAMS / Student Manager 1 Good Feature

Budget Holder Detailed Transaction Tabs Not Reconciling to Summary Tab

We have high instances of detailed transaction tabs not reconciling to the summary Business Analysis tab. The work around we have been given is to manually intervene with a forced update through GL Explorer. Unfortunately we are constantly having ...
Guest about 1 year ago in iSAMS / iFinance 0 Awaiting Review

Audit trail and restrict who can delete events from Out of School

We want to know when an event was deleted from the Out of School Manager and the ability to restrict who can delete these events. Currently there is no audit trail for the Out of school list.
Guest about 1 year ago in iSAMS / Registration Manager 1 Now

Budget Holder Detailed Tabs-Net DR/CR Total Field Required

The detailed transaction tabs on Budget Holder reports only show separate totals for the debits and credits. Please include a net total debit/credit field to allow an instant check that the detailed analysis tabs actually reconcile to the summary ...
Guest about 1 year ago in iSAMS / iFinance 0 Awaiting Review

Click through to a pupil record from the pupils listed against an agency

It would be good if you could click through from an agent to the pupil/applicant details. Saves you finding an agent and a pupil and then having to go into Pupil Manager/Applicant Manager to look up the pupil. I do believe that it would make a lot...
Guest over 2 years ago in iSAMS / Agent Manager 0 In Discovery

Spreadsheet Download/Upload for Personal Tutors in Reports Wizard

The spreadsheet download/upload method in the Reports Wizard is available for subject teachers, HoDs and other staff types, but not personal tutors. It would be great if this method was available for personal tutors too.
Guest about 1 year ago in iSAMS / Reports Wizard 0 Good Feature

Email wizard, enable user to go back a step without losing email text

When contacting teachers through the wizard, once you have gone to the step of seeing the contacts, you can't get back to amend the message without losing it all. Please could this be changed so that you can go back a step without losing the work ...
Guest about 1 year ago in iSAMS / Student Profiles 0 Good Feature