Ideas

It would be helpful to be able to alter the VAT coding on transactions via the transaction browser. I am aware that currently this can only be done on bulk invoices & therefore not sales invoices or item invoices

I am looking at creating an admissions register for the leadership team to use. At the moment we are using a manual spreadsheet (or 4) which is very time-consuming and prone to error or can be out of date. I would therefore like to link a spreadsh...

We can distinguish between a pupil's forename and preferred (first) name and have both of these added to the enquiry and registration forms. However, only the (legal) surname field is available for use. It would be great if the preferred surname f...

In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...

It is currently not possible to view UPNs in Admissions Manager. It would be preferable to be able to view (and edit) this filed from Admissions Manager rather than having to go to Pupil Manager.

Option to set up an item code for reporting purposes but be able to remove the find the last invoice value option when an invoice is read into the AP inbox. When you import the invoice shows the value of the invoice but when you apply an item code...

At the moment the grid options/customisation in Transaction Browser & GL Drilldown does not offer VAT code as a field to display. This would offer a quick way to check that VAT codes used for transaction processing are correct without having t...

Can we publish payment receipts to Parents Cloud Portal as how we are publishing the invoices now? This would help parents to get all their finance details from 1 single location whenever they need. Thanks

I'd like to email multiple Headteachers of current schools linked to multiple pupils in the Admissions module with one email and an attachment asking them to fill in references for each pupil. How can I get iSAMS email wizard to pull through the e...

Would it be possible to have a prepayments report showing each invoice and the duration that is still pending.