Ideas

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...

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

There must be a quicker way to get to the Purchase ledger.

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...

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...

Currently, User Account information is completely isolated from the data in HR Manager, so if we correct data in HR Manager, it doesn't get corrected in the User Account. It would be useful if the data is synced between the two so whenever we upda...

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.

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.