Ideas

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

Over the years, iSAMS users in my school have created & shared various custom reports in Student Manager (i.e. select the pupils > pink drop-down on the top right > Exporting & Reports > Export Wizard). A lot of the custom reports...

When creating a CTF if more than one School is listed with the same name it would be helpful if the DFE numbers appeared so the correct school could be selected

When contacting a pupil's teachers via the wizard bar it would be great if there was an option to email only the teacher that is currently scheduled to be teaching the pupil. This would be particularly useful for our learning support team.

Being able to enter university destinations for leavers is a good feature, but it is not a field that is available to pull out on any export, nor is that a standard report. It would be useful to have it as part of student export, but also searchab...

Hi iSAMS Team, good day! Can we send an email to Parents in bulk but with different attachment each?

When creating a physical address report on Export Wizard it duplicates the learner's information across 2 to 3 lines making it hard to get accurate data. This needs to be populated on one column with addresses on the same line as the forenames and...

It would be a huge benefit to add Work Telephone number to the contacts page in Student Manager (All Address Types). We have to make lots of extra records (Work Address Type) just to capture this info making the dataset much larger (and untidier) ...