Ideas

Could Delivery Addresses be added into Financials instead of being held in Distribution? Could the access to these be easier to understand, currently users need access to the Z Nominal which is easy to forget as it's not a 'real' nominal

Could we remove the 'x' on the RDP? Users use this to 'log out' but then get issues with their log in staying connected, which leads to further issues logging in. Could we just remove the option, to prevent this?

Could we make Importing more accessible? Instead of having to find a DTT through file explorer, could the system have them 'pre-loaded' and so we can select from a list instead. E.g. Open Importer - Select file you are trying to import from the li...

Can Duo be set up within Self Service, instead of needing to be requested through support? Also to show users who have been set up for this (enabled/disabled)

I use ODATA link for reporting regularly, it is the most efficient way for me to update our management report. However, there is currently no ODATA link for Fixed Assets Register, and the new Approval Workflow Listing. Both of them will be very he...

We would like to be able to issue invoices through our parent portal (we use My School Portal). We generate our invoices in SAGE and had enquired as to whether there was a way the invoices could be imported into iSams from SAGE, so they could then...

I would like to recommend the system provides an import function for creating purchase orders. As a school entity, we often have purchase orders containing over 100 library books. Without a bulk import feature, our staff must manually input each l...

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

All budget holders are set-up as approvers on the system. However next level/higher level approvers are also set-up on the system to allow for the Worfklow process to work. This means higher level approvers are linked to multiple analysis codes of...