Ideas

Following the upgrade, only 18 months worth of sent messages are able to view. In our school we find it useful to look back and copy communications sent to parents for previous message wording and pattern of events. It would be helpful for us to s...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...

Description: Our school uses SchoolsBuddy to manage Extra-Curricular Activities (ECAs). We need to automate the process of importing these ECAs and their enrolled students into iSAMS Teaching Manager. This requires a new API endpoint to create a t...

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

We used to have a feature where children's class names were displayed on the absence requests that came in so we could easily locate the pupils on our registers to copy the absence reason to the register and with over 500 pupils this was very hand...

For the fields which require mapping to CTF, DfE, ISC, (e.g Nationality) update the Post / Put Rest API calls to allow updating of the mapping's required. Currently the Rest API only creates the object, but doesn't do anything with the mapping.

Could there be an better way to remove commitments? e.g. If I receive an invoice which values does not match the PO but for full quantity, this leaves the value as a commitment but there's no way to remove these without contacting support

At present when creating a purchase REQ the attachments that someone adds are not automatically carried forward onto a PO when creating this. This causes additional workloads to ensure you have downloaded the REQ attachments and then to upload to ...