Ideas

Unable to undo allocation from a document on a payment run Unable to properly process refunds

Hi iSAMS Team, Currently, the Wellbeing Manager Overview page does not display the corresponding children’s grade, category, and severity information. As a result, we have to click into each entry individually to view these details, which is ineff...

There is currently no way an end user can edit the default Wellbeing emails. Ideally, the template should be available with the rest in Control Panel Home -> Applications & Services -> E-Mail Manager -> Manage E-Mail Templates At th...

We have centralised invoice processing for 14 of our schools and the data entry time is significantly impacted by having to exit and re-enter the invoice processing screen each time we need to change schools. This could be resolved by allowing the...

The teacher who created the concern to receive an email receipt. The email message would be able to be modified by us.

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.

When you follow the steps to cancel a bacs run in V7, it takes a long time as you have to cancel each invoice individually. You then have to journal from the payment run clearing account the difference between the original paylist and the amended ...

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

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.

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.