Ideas

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

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.

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

Can we have the function to assign a line manager to the staff member in the system please? For all support and teaching staff. At the moment you have to create a custom global list entry, add all the people to it and then create a custom field li...

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...

It would be really helpful if certain fields (or just custom fields) could be selectively added to the Wizard bar view for the module. For example Car Registration. We have certain staff (eg Reception) where it would be extremely useful for them t...

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...

In Pupil Manager, within the Documents & Files section, we are able to set access levels to the different categories. can we please have the same functionality in HR manager. Thank you

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.