Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.
Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.
Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run
The ability to run a report to see what has been posted by an individual user. Useful to compare staff workload. Currently the only way to get something similar is to run a document enquiry for the document type but then you're limited to the last...
Global Lists - automatically map Countries for CTF, DfE and ISC
With the help from AI, would it not possible to map the Countries in Global Lists automatically for the CTF, DfE and ISC fields, rather than mapping it manually.
Please see a new picture from another parent. This is what I mean about parents not knowing what product to pay. This is a huge issue for us as we have different prices for different day for clubs. This WILL cause more issues for us as parents wil...
Add additional security profiles to manage user 2FA settings
At present only users in the [A] Administrators security profile can enable/disable/reset 2FA for users within the control panel. (As detailed here:- https://support.isams.com/hc/en-us/articles/360038990734-Configure-iSAMS-Two-Factor-Authenticatio...
Fully clone user group permissions across all modules
From time to time we get asked to "Add module X" to an existing user as most staff are unaware of how permissions in iSAMS are configured. While we can clone the basic level of permissions within the Control Panel, it means having to go through se...
It would be very useful to have the option to refund unused dinner money or any other register payments online instead of having to issue cheques, cash or Bacs.
I requested this nearly a year ago but please can we get a link between payments and forms? eg selling tickets to a PTA disco automatically sends them to the form for dietary and contact info for that event. The admin and time spent contacting par...