Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.
Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.
Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run
Display original details in a greyed-out section above the fields for reference. Easier to see what they original REQ vs PO vs GRN vs INV looked like without coming out and back in again
Show a warning if the invoiced quantity differs from the GRN quantity, if further invoices are expected or not. If not, then potential auto-write off for remaining
When invoice and order prices differ (not full quantity), it could prompt the user to write off the difference, and if confirmed the system automatically generates a write-off document. If full quantity but price difference, it generates the messa...
Have a Default setting to set orders as single or cross-location orders. With an override button to switch on the order itself. This would help prevent accidental cross-location postings.
There is currently no way to get the heads of departments/subjects or any linked teachers via the REST api. This is required for functionality related to provide information to heads of departments.
Add additional security profiles to manage user 2FA settings
At present only users in the [A] Administrators security profile can enable/disable/reset 2FA for users within the control panel. (As detailed here:- https://support.isams.com/hc/en-us/articles/360038990734-Configure-iSAMS-Two-Factor-Authenticatio...
Fully clone user group permissions across all modules
From time to time we get asked to "Add module X" to an existing user as most staff are unaware of how permissions in iSAMS are configured. While we can clone the basic level of permissions within the Control Panel, it means having to go through se...
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