Ideas

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...

Custom sorts into Student Manager by own custom filters (with next custom sort filters importing into Registration manager --- Reports tab)

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...

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...

Breakwater Academy would like to request Save the Children as a Charity partner so that they can complete fundraising activities with ease.

Currently, with the siblings pupils having same dad but different moms or against, we cannot link them as siblings and we have to choose to link pupils onto the same dad/same mom contacts instead and those same dad/same mom contacts becomes the pr...

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...

Until fairly recently, when Notes were added to a student record in Pupil/Student Manager, the note was shown as having been added by the member of staff's [preferred] forename and surname. But now it just uses the member of staff's Salutation ......

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...

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?