Ideas

Could the Reconciliation tab be reinstated for bank reconciliations? While the ability to match and save transactions is useful, it does not display the closing balance of the bank account. Currently, to view the bank reconciliation, you have to e...

It would be very convenient to be able to copy one pupil's timetable to give it to another. This would be good when a new pupil arrives during the academic year and would save entering them for a number of different classes one by one. Thanks.

Please can you add a facility to repoll documents for authorisation (Non order invoices and purchase orders) by user rather than having to do it for each individual document.

It would be very helpful if suspended lessons e.g. we suspend a whole subject in Yr 13 for the Summer Term, could have some sort of indicator/flag/text displayed when viewing teacher/pupil/set etc timetables to allow users to see that particular l...

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

Would it be possible to create a tick box on the purchasing portal, when creating a new order, " Do Not Send", which if ticked would exclude it from the Document e-mailer function.

It would be great if, in addition to importing class data, we could import availability and meetings via the iSAMS spreadsheet method.

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

Whilst we understand there might be no desire to create an export directly to TES E10, there could be value that would create an export in CSV format for rooms / staff / courses / classes

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...