Ideas

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

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

We would like a few selected users to have full access to Email Manager, to enable a corporate approach to our email templates. However, my understanding is that we can't grant this without giving them full access to Control Panel, which we don't ...

Currently, Contracts can support only one contact that gets notified. There should be a facility to add more email addresses in case there are multiple individuals/depts that need to be notified. This is an urgent request.

I want to be able to archive an Activity in each site in one go. Un-mapping will only help me see it as N/A at MAT level, but schools can continue completing, so I need to amend at school level.

It would be very useful to be able to add pupil SOS contacts and also staff mobile numbers to the BATCH API key. This is crucial for trips and visits co-ordination and are both fields in Evolve, which many school will be using.

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...

We currently send emails from iSAMS via SendGrid using SMTP. We would like the ability to support SendGrid unsubscribe groups so recipients can opt out of specific types of emails instead of all communications. SendGrid requires passing an asm.gro...