Ideas

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

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

It would be extremely useful to be able to see all contacts and where they are used in iSAMS, primarily to know if there are duplicate contacts and identify which pupil they are attached to or bill.

"Leaving Date" should be included in the Current Students Batch method since this field is commonly used by schools to plan for current students that are leaving soon (i.e. already have a leaving date).

When using email wizard to contact students, it would be beneficial to include the option to include related teachers/HMs/Tutors etc so they know a student has been sent information regarding a certain thing, at the same time as the student.Contac...

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...