Ideas

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

Nurses have to manually add the data and description of vaccinations eg Nasal Flu vaccine administered on a given day in school to eg circa 600 pupil records. iSAMS have said iSAMS can batch upload. We would prefer to update medical records oursel...

Students sometimes visit the infirmary due to allergies, pain, and/or itching. Currently, nurses are required to select only one visit type and one medication for each sympton the student has. If they could select multiple options for each categor...

Our school nurse would be able to add medications whilst adding the Diary Visit without having to save one first and then having to then go and then add on another page.

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...

In a boarding school environment we still need to flag low severity conditions like eczema and hayfever, but that needs to be separated from 'anaphylaxis', 'epilepsy', and other life threatening conditions. With many pupils having a some kind of c...

Enhance the standard reporting functionality for commitment, old order, and Goods Received Note (GRN) reports to display both the Account Code and the Account Title, rather than only showing the Account Title