Ideas

'Roles to Notify' currently pulls from the Primary Job Role field in HR manager which is not very useful. We need be able to select HSM (Housemaster/mistress), Tutor, etc for this feature to be useful. Pulling from User Groups or Security Profiles...

add the ability to create forms linked to fields in the medical manager, documents & files and notes through data fields and custom data fields. Then however many links to hidden web pages can be sent to prospective parents

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

It seems dangerous to force users to download documents regarding concerns rather than have a default option to view them in a browser without actually downloading it.. Whilst it is not iSAMS' concern what happens to a document after it has been d...

We should be able to see each others email log and be able to open the email sent from the system

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

It will be very useful to be able to upload documents to a pupil's record in the fee billing module. For example, we have Direct debit mandates or parent's communications with account's information that we would like to upload in this module which...

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

A notification on the dashboard/home screen advising when the system has been updated. When running reports and balancing accounts, we currently have to refresh grid which doesn't always update the current transactions or go to general blue tab, G...