Ideas

The description field is not long enough - even if you press F8 for more detail to be added, this is applied to the whole document, not individual lines, and for sales invoices cannot be seen by the customer

Can the initial of the payers/contacts be included in the return deposit confirmation box so you can tell which payer is which when refunding deposits:

We would like to assign more than one staff member to take a detention

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...

Currently if an invoice is started to be processed as a PI, and a subsequent order number is spotted, it has to be cancelled and the data entry has to start again on the purchasing suite. It would be much more efficient if there was a single input...

It would be beneficial to have the opening and closing bank balances whilst reconciling the bank account rather than just a 0.00 balance.

On publishing detentions as well as members of staff being notified it would be helpful if the pupil could also be selected to prompt them

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900...

I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference. The school prefix has caused a problem for me with a large credit n...

We currently have the ability to see who the last person to open and read the document is, but could we maybe see a log of who created it as well.