Ideas

The option to hide a concern category that will still pull through to a report, but will no longer be used in the system against current students. At the moment the only option is to delete which then stops the report pulling the information through.

It would be useful to have an audit trail of by whom and when such things like VAT codes have been amended. It would assist in determining what it may have impacted etc

For the purpose of checking supplier statements please include transactions allocated but not yet approved by Budget holder

At present, there isn't an option to manually sort the order of which the invoices appear on the Parent Portal. Ideally, the latest cycles should appear at the top, which is currently not the case. Using the date options don't either have any affe...

Currently when I'm approving invoices I can see how much the tax (VAT) is, but I cannot see what code that has been applied to, ie if it has gone to a partial exempt code or not, It would be great to see the code included into the email that I get...

We should be able to see each others email log and be able to open the email sent from the system

It would be really helpful for the document preview window to be available when entering debit notes as it is when entering invoices. Currently you need the document on a separate screen to have the information available to enter.

'Roles to Notify' currently pulls from the Primary Job Role field in HR manager which is not very useful. We need be able to select HSM (Housemaster/mistress), Tutor, etc for this feature to be useful. Pulling from User Groups or Security Profiles...

The Extended Business Analysis reports only have the option to compare to budget. For effective management reporting, comparatives to both budget and prior year are required. Can we please include the option for prior year comparatives. (Please no...

It seems dangerous to force users to download documents regarding concerns rather than have a default option to view them in a browser without actually downloading it.. Whilst it is not iSAMS' concern what happens to a document after it has been d...