To be able to upload documents on behalf of Contractors
My supplier sent me his insurance certificate but I couldn't attach it. It can only be done by the supplier. Alot of suppliers don't really want to use the system, they are builders with little IT skills but I still want to be able to prove we did...
Differentiate between Central and Local Documents for the end user
When I log into My Tasks the Document library has 100's of documents in and it would only get worse. Could you add in another tab across the top to differentiate between the local and central documents to search through
Facility to create additional fields within the Every business activities.
If there was an option to create additional fields, for example activity specific instructions, sequence of works or any other relevant information, this could make the delivery of the activity more efficient.
Percentage Type on Fees based on Net not Gross figures
The ability to select whether the Percentage (when chosen in the attached screenshot, from Create a New fee) is calculated based on Net or Gross figures on the billing lines on the invoice. Reason behind this is we bill with a mix of VATable and N...
Linking an asset such as a boiler to a condition item as often these cross over for reporting purposes. it would also mean that schools can keep an accurate record of condition of estates assets and if they form part of the back logged maintance p...
Automated return of deposit on leavers final invoices
If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...
Currently, Contracts can support only one contact that gets notified. There should be a facility to add more email addresses in case there are multiple individuals/depts that need to be notified. This is an urgent request.