Ideas

I would love a cashflow report that finally works across financial years! A one month cashflow forecast isn't the most useful

Is it possible to add more “Batch Edit” columns are possible (as many as allowed Pls). Currently only 3 is available.

When creating a Management Group in the MIS Management section, e.g. for pushing a Global List, it would be very useful in the "Select Entities" section to have at the top "Select All". This would eliminate the need to individually select each Ent...

Be able to use an emailer to select multiple debtors to chase up outstanding payments. It could work by a list of debtors comes up and from that list a number of them can be selected to receive a chase letter at levels 1 and 2. Level 3 could be pr...

Some laptops when connected to accounting don't connect properly with regards to the screen size that show through the remote desktop/gateway. Iris advised to change resolutions on main laptop after logging in, but this isn't a fix/don't sometimes...

When deleting a Visit from an applicants record you are given two options, Remove Applicant and Delete Visit.Can we please have an extra warning when selecting Delete Visit. Underneath the Delete Visit button it currently says 'Delete Visit & ...

When completing statement reconciliations, customer wanted to view the opening and closing balances as an extra check that the reconciliation is as it should be.

In PSF v6 and earlier, it was possible to run an account enquiry at an ‘as at’ date. This was useful if you wanted to see – for example – which invoices were outstanding at the end of a month which had subsequently been paid, or which transactions...

Would it be possible to email an applicants current school through the email wizard? This would be a useful feature when gathering information ahead of assessments and also for when safeguarding information is requested. We currently add the name ...

isams produce an Admissions Register Report which is absolutely great but it would be very helpful if isams could update this Admissions Register Report to include contacts email addresses as well as the contacts mobile number.