Ideas

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...

A solution where parents can enter student Absences/Late Arrivals/Early Checkout request through iParent App.

Custom sorts into Student Manager by own custom filters (with next custom sort filters importing into Registration manager --- Reports tab)

It would be good if we could automatically generate a data collection/checking sheet in bulk and email out to staff directly from within iSAMS for them to check and amend their details.

When assigning a pupil as out of school the user is prompted with the start and return dates which correctly default to the current date. It would be more convenient for the user if the start date is changed ( to a future date ) that the return da...

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...

Currently, with the siblings pupils having same dad but different moms or against, we cannot link them as siblings and we have to choose to link pupils onto the same dad/same mom contacts instead and those same dad/same mom contacts becomes the pr...

We have created specific rules for the various prep year groups (which have different timetables) and a separate rule group for our senior school. I would love to have the senior school set up as "Select ALL Sets, keep updated automatically" but I...

It would be useful to be able to copy an existing email template from the "Shared E-mail Templates" or "My E-Mails Templates" section. The current options are archive, edit or delete, and a copy button would be useful for when creating an addition...