Ideas

Easier to use allocations menu, the current drag and drop is a bit strict where if you drop in the wrong place, it will start a fresh allocation.

In the admissions portal forms, it would be extremely useful for it to pull through the 'bill payer' details into the student contacts in ISAMs. Currently this has to be ticked manually or added manually, even though they have completed a section ...

Could we add the TB onto the Creditors/Debtors report? Makes it easier to compare the 2 at month/year end

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.

At the moment, all questions that are set up on an enquiry or registration form are visible to parents. We can set that certain questions are mandatory or optional, but we can't apply branching, that is, if you answer a particular way to one quest...

If a parent has not registered with Parentmail they do not receive a FORM electronically - system produces a paper copy. Is there any way to be emailed the form with a message saying e.g. "to complete form, please register for an account".

When granting access to create INV in Purchasing, can it automatically give access to POINs

On Self Service once user is added, the location access cannot be changed to add or remove access

It would be useful to be able to change the name that shows on parents credit card payments when they use the iSAMS Admissions Portal Forms (using iSAMS Payment). It currently shows Iris Payments but some parents have thought that was fraud. It wo...

We have to submit a days to pay report to the DfE on a 3 monthly basis, and to get to that report we have to combine all payments made in a set period, however we also have to include disputed items, which is on another report, and combining the t...