Ideas

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

There is a useful spreadsheet download/upload process that staff can use to complete their reports in the Reports Wizard. We often have comment length restrictions, e.g. the comment must be between 300 and 800 characters in length. The spreadsheet...

Currently, Contracts can support only one contact that gets notified. There should be a facility to add more email addresses in case there are multiple individuals/depts that need to be notified. This is an urgent request.

I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...

Given that it is not possible to exclude sets from allocations (see, e.g. https://ideas.isams.com/ideas/MIS-I-2889) nor specify which teachers should write reports for a set (see, e.g. https://ideas.isams.com/ideas/MIS-I-1352), please could consid...

It would be useful to have the facility in reports wizard to 'gender check' for pronoun accuracy and to have a 'name check' that flags incorrect spellings of first/preferred names after a reporting deadline has passed.

Our auditors have highlighted that when running a report from the Risk Register it should include the following fields: the owner of the risk, description of the risk,gross score and residual score. Could this be included or could we have the opti...