Ideas

Management Accounts Report The Account indices are required fields for those transactions/values pull through. Could the report flag this / highlight any missing accounts due to blank account indices when running?

Remove 'Account Required' when using Nominals that have no Ledger link, therefore there is no Account available to select

Include in Budget Check needs to be ticked for all nominals that you want included in the Budget Check when using the Ledger Account mode However this is not very easily identifiable, when clicking the Budget Check on a PORD, could the Budget Chec...

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...

Bulk editing for roll-over action - eg all sets are to be Cleared for Roll-Over.

You need to have an edit function in Linked Sets. You should be able to unlink and link sets in ONE place. You have to jump through hoops to make an amendment and a mistake costs you hours in unlinking. If you cannot copy a subject set into anothe...

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...

In Teaching Manager > Reports > Set Codes including Set Counters, a list of sets were shown together with the total number of pupils in each set. Please add more column by listing the teacher(s) who is/are teaching each set. Thank you.

When teachers want their class lists, they can access them from the "View Teaching Sets Lists" function of Teaching Manager in the wizard bar. There are some set defaults for this, but some of these default fields aren't useful, and some fields th...

Creating custom reports on iSams is not easy particularly for class teachers. A simple and straightforward wizard option or a tile of reports will be helpful. Particularly if reports like medical flags details were available on the wizard bar link...