Ideas

Coming off the back of JIRA - HR-10653This is being requested as a design improvement For example if you:Option 1 - Log in and begin from the school level and then click into Trust Overview - MAT Admin - central user groups. Reviewing the permissi...

As part of the recent changes to report publishing, once you have published a report and sent it to the parent portal, you then have to tick a box to make it visible to parents in the portal. This seems a retrograde step to me. Why would you publi...

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again

We now have the ability to filter report cycles on the Bulk Printing tab in the Reports Printing module by academic year. See https://ideas.isams.com/ideas/MIS-I-3053. It would be great if we could additionally filter by term, just as we can in th...

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

It would be a great feature to, instead of creating signable documents on an individual basis to be able to submit them to multiple members of staff.

Most schools have a required social media check as part of the SCR. It would be good if this was built in to the system as a default check rather than having to be built in manually by every school using the 'Other checks' feature.