Ideas

Add an option to restrict the entries that staff can see. Not all staff should be able to view all entries in this module. Normal teachers (not management) should be able to view ONLY the entries they made. Or only specific module types.

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...

I am wondering how to create a trip form with payment attached? I can do a payment product on its own, and I can do a trip form on its own, but I cant see how to merge the two into one item? I need one form or product that has details of a trip, m...

Reward & Conduct notifications emails should be sent directly from iSams and not the Parent Portal. At the moment, if parents do not have an iSams Parent Portal account, they do not receive notification emails.

In V6 there were far more search options available. It had the ability to search the purchase ledger for a suppliers by title, account, postcode, town, address, county, country, contact, telephone, email address, bank sort code and bank account nu...

Currently a VAT description is mandatory when setting up a new supplier. Please make it mandatory that the VAT number is also mandatory or there is a drop down to select NO VAT number, it would save the person completing the VAT return for a large...

At the moment we add trips as a product but there is no option to add a question i.e what lunch would your child like, how will they be collected at the end of the day? I am having to add a product for the payment and then a survey to gather furth...

It would be very useful to be able to filter by Field type when choosing a Category: Also to see in the report the Field types that were chosen per Reward.