Ideas

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

Allow documents that have started in the purchasing module to be converted to different document types in the accounting module. We require any expenditure to be approved prior to purchase, whether it be credit cards, petty cash, student expense e...

using & causes the narrative to change to &amp: when exporting using excel. This is problematic as we need to keep descriptions relatively short.

Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title

When bulk editing assets, and trying to Link a related contract, you can select the contract on the system but when you hit add contract it's as though you haven't selected it.

Please can the bill payer code be included on the direct debit tab on the fee billing manager page. Plus the student name and code that each direct debit line relates to.

Would be great to be able to send a reminder to the assigned for activities and issues

If you type more than 4 lines on a sales invoice it creates an additional page so the invoice ends up being 2 sheets long. If you look at the first page there is plenty of room and it ends up being a big blank space. Can this be changed so you can...

I’d like to raise a significant usability issue within the system regarding activity management. Currently, there is no option to bulk update the “Assigned To” field on activities. This has created a major inefficiency for us. Following a recent s...

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...