Ideas

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.

It would be helpful if we could export the values in a Global List to an Excel spreadsheet.

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

This would make the system consistent with the other access options in the account details tab. It's going to be very helpful when we move over to the new cloud portal and need to give more staff access to the Cloud portal module.

In our previous version 6 the Payments Tab within an account was HIDDEN from the majority of user groups. This meant that personal Bank information on staff expense ledgers was hidden from users. Following the upgrade to V7 the Payments tab is now...

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

Please could new Parent Portal accounts default to iSAMS 2FA enabled, not iSAMS 2FA disabled. At the moment we need to manually enabling it each time a new Parent Portal account is created. The ideal solution would be to allow schools to select wh...

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.