Ideas

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...

Add a warning when reconciling a statement with a document in a different month, alerting the user that this may cause an imbalance in the bank reconciliation report as of that date.

Add a hyperlink on the statement side to search bank statements by descriptions, values, and dates without having to come out of Bank Rec page to find statements that may have been reconciled already.

Introduce a media approval stage after the payment run approval, so if the bank rejects the media, the run can revert to a draft stage for adjustments, rather than having to cancel payments and start again

Let users first select the location to filter the supplier list when raising req/po etc. Relevant for users who have access to multiple locations, mainly Central teams. Makes it easier to find a location supplier, rather than scrolling through 20+...

Customer (EMM01) mentioned that they were looking for a way to see current commitments in accounting enquiries, as per a previous option within V6. This no longer seems to be available to them in V7.

Occasionally, we have to delete Reward and Conduct entries that have been added in error, eg to the wrong student, or a sanction that is then rescinded. Is there any way that the staff who had notification of the entry in the first place can then ...

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Dear iSAMS, On the Reward and Conduct Manager, teachers have been feedback whether the pupil name can be displayed as Preferred Forename and Surname rather than Forename and Surname when they are given a merit ticket etc. As always, pupils are kno...

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