Ideas

A popular request from our clients is the ability to create joint contacts in ISAMS instead of separate ones. This is currently not possible via the API. We can only create contacts individually.

Why does the purchase ledger not default to all periods, when you do a search. Could this be set as the default search.

The customer mentioned that it would be a good idea to have a warning come up to let them know that a Contract is coming up for renewal (say 30 days) so that they can start looking at Contracts with better value where possible. They would also pre...

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

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.

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...

Parents email options is set to be all_merges at the applicants level, if we can have a default set that we can apply from our side such as the Students Manager available option for current students? We can do that in the Student manager --> Ma...

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...

It would be great if there was an option to configure a waiting list for applicants. This would need to include the date an applicant was added to the list and the relevant year group and school year on entry etc.