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...

The ability for a member of staff to cancel their own holiday request when it is still pending within the self service portal.

Dear isams Support Team, I am writing to inquire about a potential modification to our current billing system. Currently, we would like to request a feature that allows the system to automatically generate a Credit Note as a separate document from...

The option to run a report from the Case Management to be able to filter how many cases and by type and or a summary page of data showing case numbers/type/open/closed etc.

Would be very helpful to be able to see if a certificate has been attached against staff members name on the completed training tab.

Showing the full question on the exported application forms for internal review makes scanning the form for key questions slower. If we could show a shortened version (as the question doesn’t need to be explained to HR/other staff, only the candid...

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...

Currently there is no easy way to review invoices to see if they were loaded automatically via the AP inbox or loaded manually. Can there be a flag on invoices to show if it was loaded via the AP inbox. Sometimes staff are uploading invoices manua...

It was raised to me that people may have a preferred name for quite sensitive reasons, for example someone who is none binary might feel their name reflects to heavily on their gender assigned at birth so identifies with a more gender neutral name...