Ideas

The subtotals should be bold, to make them easier to see in the report. The totals description needs to be left aligned - it looks messy. There also needs to be consistency in the reports with (1500.00) being red instead of sometimes black.

Can we have favourites icons for our dashboard? I used to love the Documents icon, the TB icon and the Reporting Suite icon.... just makes it easier to find things. This new dashboard is not as user friendly as V6.

It would be useful to default the font size in the reports to fit the width of the screen so that the reports can be seen. We can increase the font size, but every time you refresh it defaults to small again. Also having the column titles fixed in...

It would be useful to be able to pick more than one comparative budget. Once we get to Forecast 3, I would like to be able to have Prior Year, Budget, F1, F2 and F3 showing on the report.

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...

Raising on behalf of George Spencer Academy who are a large school with over 100 teachers. They would like to be able to limit permissions for teachers to be able to generate reports and view their own parents' evening appointments only.

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...

It would be useful to be able to copy an existing email template from the "Shared E-mail Templates" or "My E-Mails Templates" section. The current options are archive, edit or delete, and a copy button would be useful for when creating an addition...

Linking siblings with different mums/dads should be a lot easier to do without the contacts changing for both siblings. Setting the contact to private i find doesn't always work and then you cant remove the parent who shouldn't be linked because t...

Just like documents and files can outgoing emails from within iSAMS be categorised so that permissions on whom can read the email copy be established by user group?