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

Following query from sales, requesting integration with Salto door system- Our current offering isn't reliable . and requires extensive review. Is there an easier way we can have more integrations with more access providers.

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...

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?

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 ...

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...

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...