Ideas

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again

It would be useful if parents only saw the calendar events that are relevant to their child(ren), and not events at the whole school. We are an Early Years through Sixth Form school and most events are not relevant to everyone. Thanks

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

Can the email wizard have support for HTML. This would allow us to generate much better looking emails to parents.

This way it can be overlaid onto SLT calendars to easily see if an event is there or needs adding. Will also allow those in school who are not iSAMS based to view the school calendar. SOCS does this and so does Evolve. The current way of exporting...

Enable the ability for Sendgrid to sent email/notifications when messages fail to send for whatever reason. Currently someone is required to log onto the Sendgrid system to check for delivery failures.

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...