Ideas

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

There is no 'performance dashboard' to view for users with standard access. If user have access for the school profile and can update activities and issues, they should as well be able to see their school performance chart.

For the purposes of rollover, it would be very useful and save a lot of time to be able to select a rollover action for multiple sets over multiple subjects at the same time, instead of having to select a rollover action for each set independently.

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

Acknowledging the Teaching Manager is being retired, so perhaps an idea for the replacement to not have the same flaw. As per my own usage and an iSAMS Support article: if you are moving students to a different set list and the different set is a ...

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Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...

Administrators who put courses in Ed-Gen and then need to change details when a student drops a course and takes up another one.