Ideas

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...

There should be an option such that a change in the registered office of the customer will automatically update for every individual client

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.

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Similarly to how the Cancel Payment function works, could there be a identical function for supplier refunds, where it creates a Supplier refund document instead of a cancelled bacs/cheques document?

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.

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...

Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company

Is it possible to add custom messages to iSAMS? Essentially, the Cognita schools group would like to add a custom message to the Applicants area (meaning, the Applicants tab in Student Manager and, the Applicants tab in the Admissions module). Ple...