Ideas

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...

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...

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.

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.

When searching periods could you add "Prior Year" as a factory set option.

When reconciling, why do you have to leave the screens when you have reconciled items, Why cant we stay on the reconciliation page to continue reconciling.

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.