Ideas

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

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)...

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?

It would be good if fields entered on the enquiry form could be selected to alert on the User Notification emails

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.

It is necessary for Audit purposes to have a list of the items reconciled during the bank rec process as well as the items remaining after the bank rec. In Version 6, this was possible, but in Version 7 it isn't. The only way you can do it is via ...

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 ...

For required fields, parents should not have option to proceed through form until they complete the individual 'required field'. When they skip options and move on, Submit button is then greyed out and it is not clear what info is missing

Please could you make it possible to override the auto-capitalisation of the first letter in the surname field on Applicants? It appears to be possible to do this for current pupils, but not while they are applicants. We currently have several Ger...

In IRIS Financials, whenever we run an enquiry, it defaults the search to be 'Year to Date Current Period' but during the month or so after year end, it would be more useful for this to be Prior Year. There are also some of our users that would pr...