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iSAMS Rollover

We're here to make your end of year rollover seamless and stress-free with our comprehensive webinars and free iUniversity courses.

We understand that preparing and completing the end of year rollover process can be daunting, and that iSAMS is just one piece of the larger puzzle to get everything ready for the new school year. To support you, we’ve put together a comprehensive collection of resources designed to make this annual task as smooth as possible.

Our collection includes recorded webinars and free access to iUniversity courses, all tailored to guide you step-by-step through the rollover process. We're here to help you every step of the way, ensuring a seamless transition into the new school year.

Free iUniversity Courses 

In addition to our rollover webinars, we are offering a selection of iUniversity courses to support you further. These courses, designed to help with the rollover process and setting up key modules for the next school year, are available to all schools, for free, until 30th September.

Academic Rollover

Administrative Rollover

Fee Billing Rollover

Gradebook Rollover

Call Overview

Meet with your school's Finance Project Manager to learn the basic navigation of Fee Billing and explore configuration options within the Fee Billing module tailored to meet your school's specific requirements.

Audience

Everyone involved in the iSAMS Fee Billing implementation.

Length

1 Hour 30 Minutes

Prerequisites 

You'll need to be able to sign into iSAMS and be able to open the Fee Billing module. 

The course below should be completed, or the call may be rescheduled.

Requirements

Although accessible on all devices, this online meeting works best on a desktop or laptop PC. A headset or speakers are recommended. 

Call Agenda

  • Learn how to navigate Fee Billing
  • Global Fee Billing configuration settings
  • Invoice Profiles
  • Invoice Publishing Settings
  • VAT (if applicable)
  • Discuss Account Code options

Other useful resources

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Start of Term Checklist

We know how daunting it is cross-checking what you did last year, so we've broken down the planning into manageable chunks. Take a look at the key areas and how your MIS can support you.

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Want to learn more?

This selection of handpicked courses are available to complement the administrative and academic rollover webinars. Explore our full course catalogue, which contains over 150+ courses.

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We're here to help

You'll find all support documentation and helpful articles on our support site, covering every aspect of your iSAMS MIS, where a team of iSAMS experts are ready to lend a helping hand.