Ideas

When invoice and order prices differ (not full quantity), it could prompt the user to write off the difference, and if confirmed the system automatically generates a write-off document. If full quantity but price difference, it generates the messa...

Have a Default setting to set orders as single or cross-location orders. With an override button to switch on the order itself. This would help prevent accidental cross-location postings.

Pupils' assessment grades can be found in the Assessments & Reports section in the Student Profiling module. However, the full grades are currently only visible by hovering over it. As confirmed by the iSAMS team, that this section is hard-cod...

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...

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 we raise a REQ we can add an attachment but when we convert that REQ into a PORD the attachment is not carried forward onto the PORD. We use this for quotes etc. What we would like is for this document to appear at every stage up until INV. A...

The Assessments & Reports Files section of the Pupil Profiles and Pupil Manager module provides a way to access copies of PDFs published to parents. When using the publishing routine in the Reports Printing module, PDFs are generated for all p...

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...

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

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...