Ideas

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.

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...

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...

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...

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...

Many staff want to see names, photos, departments etc of new or existing staff but should be allowed to see DoB etc and other personal details. Can there be a facility to obscure part osf pages not just the binary of restricting whole page or not

Just like documents and files can outgoing emails from within iSAMS be categorised so that permissions on whom can read the email copy be established by user group?