Ideas

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.

Hello Team, It would be very helpful to have a School ID option available in the Custom Fields section of the Export Sets wizard. This addition would greatly improve the workflow when exporting sets and re-importing them back into iSAMS. Please se...

I have leavers from 2018 who are deleted from users list but still showing up on 'Balance Adjustment Tool' as 'deleted from system'. The Chat Expert said they will come off soon but i have people on that list from 2018.

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

If a new student arrives, we have to open the teaching sets and click on "add students" one by one. It would be easier if I could go to the student's profile somewhere and add a list of the sets she/he would join as we do it when importing sets at...

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

It would be very helpful if the subject teacher’s name could be included in the Teaching Manager Pupil View, as this would make it much easier to identify a student’s teacher. Please see the attached screenshot for reference.