Ideas

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

'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...

At present, there will only be a concern raised if it is 3 instances in a day/week/month - it would make it much more useful if it were 'year' also, because unless it happens within the day/week/month, it won't be a record and that means the conce...

When a concern is generated, you should be able to notify specific people, and include the info for that concern in the notification email.Currently, every form tutor gets notified about a Year 3 (for example) concern, when it would be better to i...

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...

Create a concern wizard currently allows teachers/staff to create a concern about an individual but stops short of allowing the person creating the concern to add actions for follow-up. Actions are only accessible by entering the full Wellbeing Ma...

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...

Could there be an better way to remove commitments? e.g. If I receive an invoice which values does not match the PO but for full quantity, this leaves the value as a commitment but there's no way to remove these without contacting support

Ability to attach a file upon creating a document via Document Input. Would save users going back into the document to attach the file. If this function could additionally work in the same way that Purchasing works where the attachment is copied/m...