Ideas

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

When orders are created it would be useful to have a service option, which would indicate that a GRN is not required. For example professional services, exam fees, recurring invoices for leases etc. This would reduce the time taken to process invo...

If an employee Visa as an example document on HR module is nearing its renewal date, how can I set up a banner or alert to notify me of the remaining days until it expires? An alert is very much important for us.

We would like the ability to email staff members personal accounts in bulk via iSAMS. As you can currently via Pupil Manager for pupil accounts.

Add the "Division" selection for stuff to the batch/group edit to be able to bulk apply divisions to a select of staff.

How can we see a report of Suppliers which bank details haven't yet been verified. Would've thought this may have come under the Supplier List Report but it doesn't show this.

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...

To be able to update the training records of all staff in one go when they have attended a whole school meeting such as training on INSET days rather than enter on individual training records.

Please include "School Division" to the dropdown options for Staff Export and Group Edit functions. By extension, whenever a new field is added to a module such as HR Manager or Student Manager, please include this field in the dropdown menus for ...

At the moment, you only see document number, date and who entered invoice to the system. It would be useful to see supplier name, date posted & link to invoice copy on summary screen. Thank you