Ideas

It is good to have REST API to update Contact Billing information such as (Billing Email Address, Contact Account Code and Invoice Preference) so that this can be done in bulk rather than going through one by one manually.

Currently the report which we can run for missing attachments for POIN's is only shown at Trust level. It would be great if this could be broken down into School level so that each school can see which invoices they need to upload.

We were wondering whether it would be quicker if a number of orders could be entered onto a spreadsheet and then imported? It might save time, better spell checker? Bulk imports.

Payment Run History screen -There is currently no way to filter or sort this screen. It doesn't default alphabetically either. We have a long list that's growing which can be hard to sort through. The simple ability to filter or sort would be most...

Having sight of the description lines in a drop down in the search results would save so much time when looking through POs, especially when there are several from the same supplier and you want to find some info quickly.

Force upload of a document (quote) for orders over a certain value.

Tech secretary and tech team will be using to better keep track of devices we have disposed/recycled, etc. and disposal being able to pull by date. Ex. our last recycle was 9/20/23. We want to pull a report as of that date.

It would be useful to be able to restrict access to value reducing orders as we are finding that some users click on the stock field and select value reducing orders in error which then causes problems when POINing invoices especially if the price...

We are trying to use the sports fixtures data help in SOCS to automatically assign a student out of school with the correct absence code for any periods they are scheduled to attend an away fixture. Although the field 'Out of School' is visible vi...

Trying to build a connector to extract students who are on sports fixtures each day and automatically set them as outOfSchool for the relevant periods. I have been told by iSAMS support that this is currently not possible. I can register them as a...