Ideas

Statements do not show allocated payments. This is correct however when an invoice is still outstanding but has had payments made against it the statement should show the original invoice and its payments until its completely paid so the customer ...

When part paying invoices a new SI line is created for the remaining balance but with the reference 'Part Pay ...'. This makes it harder to understand what is for what especially if more than one part payment is made against one invoice. When send...

We often want to add in the notes that we have sent an invite or email to a group of prospective children and are currently unable to do this unless we go into each applicant individually and we are looking at numbers of around 150-200 applicants.

In Admissions Manager, we can create 'events' that parents can sign up for, but once they do, there's no easy way to email just these parents from inside isams, nor is there a way to create a 'custom group' and just select the parents/families who...

We have had a couple of incidents of applications submitted via Portals being incorrectly rejected or deleted. While the two action click with a warning for deleting an application does offer some protection against accidental deletion, the lack o...

When running a letter merge, we use a template that has a watermark, but as the signature type is jpeg it puts a white background around it. Please could the .png type be added for signature upload type as this supports transparent background. I h...

It would be helpful to be able to raise a document to allocate against the bank statement without having to lose the already allocated items and having to start again.Same as we could in V6.

When a User has left we are unable to stop them from appearing as available approvers against accounts. Setting security No_Access. Access level 9, input allowed 'No', Z_LEAVERS user group, Not active and removing them from the Key List of authori...

It would be really useful for us to be able to batch edit the enrolment year field. I am in the throes of 'rolling up' last year's enquiries and can easily bath edit the Year on Entry field (ie to 2025, from 2024), but what I can't find a way to d...

We need to be able to search by starting term, e.g. Autumn, Spring or Summer, as our Nursery are termly starters based on their DOB. At the moment I have to check with our Registrar who the starters are and then manually select them from an admiss...