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 ...

Automatically assign year groups based on DoB and Entry Year on a portal form.

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...

We're using the admissions portal forms and we're having a slight issue with the documents uploaded by parents as the system is renaming anything that is uploaded with a hexadecimal string which is meaningless to us. Is there any way to either: a)...

When searching periods could you add "Prior Year" as a factory set option.

There must be a quicker way to get to the Purchase ledger.

It would be useful to be able to create an alert as soon as parent fills an open event form to alert admissions 2-3 days after to schedule a telephone call. At the moment, it relies on diarizing manually or exporting data regularly.

Parents/Data admins sometimes enter incorrect email addresses causing a plethora of issues down the road. A bulk email verification or even point of capture check would ensure the validity of addresses capture.

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

I would like to add logos and correct letterhead formatting and footers to our letter templates so we can merge them and print them straight from isams. I understand this isn't currently possible so please can you consider adding this functionality?