Ideas

When you select a ledger or nominal, the cursor doesn't auto-select the search box anymore? Can this be re-added?

It would be extremely useful to have the ability to bulk import purchase orders for all our known contracts/utility charges etc.

It would be great to be able to send the registration codes to parents via the API. At the moment it is done manually. Thank you very much.

Please could new Parent Portal accounts default to iSAMS 2FA enabled, not iSAMS 2FA disabled. At the moment we need to manually enabling it each time a new Parent Portal account is created. The ideal solution would be to allow schools to select wh...

Customers used to see a report at the end of doing bank reconciliations that confirmed what they had done during that reconciliation. This is no longer available and in its place is a link to the reporting suite. Whilst this is useful they want th...

As part of a review of our GDPR compliance in iSAMS, it has become apparent that the Trusted Networks list for 2FA would be much enhanced by adding the ability to label each entry. It is remarkably difficult to audit this list when it is literally...

Having just completed year end for 2022/23, and coming across the intercompany balance issue, if you talk to Stacey Hussey on the advantage team, she will explain. Could you revise your year end process to include the when, why, and how to post th...

Generate Chase Letters via the Emailer suites. Time consuming to generate, save within the cloud, copy locally to then email out. Would be great if we could email these out from within the Document Emailer suite.

In PSF v6 and earlier, it was possible to create custom columns when running enquiries (e.g. account enquiries). This was useful if you wanted to do calculations on data in PSF without having to export the information to a spreadsheet first. It al...